What should I do with my investments in this market? 22 y/o, long-term focus, starting full-time work soon

Hey everyone, looking for some advice on what to do with my portfolio right now, especially with how the market’s been behaving lately.

**My situation:**

* 22 years old
* Starting full-time job on 6/25 or 7/25 (employer offers a 401k match)
* $100k currently invested in the market (VOO,QQQM,FBTC,NVDA,AVGO,RIVN)
* (in order based on % of portfolio\^\^\^)
* $15k in a CD
* $12k in a checking account
* Roth IRA maxed out for 2023, 2024, and 2025 (holding around 3k cash currently)
* Planning to contribute to employer 401k to get the match
* expecting around 15-20k in debt after school

**Goals:**

* Investing with a 30–40 year time horizon
* Not planning to touch this money for a long time (maybe buying a house in 5-10 years, but that's what the savings/CDs are for) (or possibly paying off debt)

With markets feeling kind of overheated or uncertain, I’m wondering if I should be doing anything differently right now — rebalancing, holding more cash, changing my allocation, etc. Or is this just a "stay the course" moment?

I have not sold anything during my 1.5 years of investing so no realized losses. I am wanting to buy considering how cheap these stocks are now like AMZN, GOOGL, PLTR, SOFI, and BABA.

Would love to hear how others in a similar spot are thinking about things!