Traded Value$SpaceX(SPCX.US)$Micron Tech(MU.US) I am clearly aware that those who earn more when the market is good and suffer smaller drawdowns when the market is bad are the true winners. Pick flowers while they bloom, do not wait until there are no flowers left to break the branches in vain. And once various stock gods come out to hype stocks, it indicates that the risk has become very large 😂😂 I remain bullish on semiconductors and space, and bearish on Huaguwen $Oracle(ORCL.US). Actually, when is Huaguwen worth trading? Maybe in the second half of '27, when hardware prices fall back, computing power starts to generate output, and cash flow turns positive. But the risks in between are too huge. With so many good stocks, why limit yourself to a pseudo-Chinese ADR without vision, $NVIDIA(NVDA.US)$Alphabet(GOOGL.US)
I have been holding these three $SpaceX(SPCX.US)$Invesco QQQ Trust(QQQ.US)$iShares Semiconductor ETF(SOXX.US) for the long term, and I later added this one: $OpenAI(OpenAI.NA). What I want to say is that QQQ is the greatest investment product in the world. The only issue with this deep correction is that I didn't set a stop-loss; everything else is fine. I'm still that genius trader who turned 'Flowers' into ghost stories and 'Yuzu'. If you've got the guts, just drive the stock prices of these few down to zero. I'm averaging down in stages now; the lower it crashes, the more chips I get at a cheaper price $Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Micron Tech(MU.US). I'm keeping my storage positions unchanged for now. The AI tech revolution of silicon-based life has just begun.
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