I would say Tao and render in the short term and FET in the long term will soon be called ASI and the 3 alliances it has

Hello everyone, I sold some positions to possibly buy at a low price!
I plan to invest in SEI and POLYGON. What do you think about my portfolio?
I also have TAO and FET in my sights!
What would you do in my place? Thank you for your feedback!🚀