Unity of knowledge and action is the most difficult thing.

Two Fridays ago, I had an epiphany, believing that the US stock market is a fraudulent market and that one must embrace the main trends. So, I unfollowed many stocks that were slowly declining and followed some main-trend stocks, such as liquid cooling, precious metals, storage, and defense. I think every day's decline is an excellent buying opportunity.

In fact, that's exactly the case. Every day, as long as it falls, buying in can make money. Vrt was at 172 a few days ago, now it's at 238. Doing a quick calculation, that's 40 points, all in just a few days.

Choice is really too important. I know full well that value investing is a scam, yet I still cling to old-school fraudulent stocks like Microsoft, Amazon, and Uber. It's really too foolish.

The US stock market could collapse at any time in 2026; it's a market where only speed matters. You can only choose those stocks with rapid gains and capital inflows. When the crash comes, stocks like Amazon and Microsoft will fare even worse, while these main-trend stocks might even buck the trend.

Each leads the way for a few hundred years. The era of the "Seven Sisters" is over, US dollar hegemony is over, and the era of broad-based rallies is also over.

Big money is voting with its feet. Look at this rebound over the past few days. How many points have storage and liquid cooling rebounded? How many points have precious metals rebounded? And how many points have Microsoft and Amazon rebounded? Then you'll know what true value investing really is.

$Vertiv(VRT.US)$Western Digital(WDC.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)