ColdWalletGuardian

Adjusted the position a bit, cleared out nbis, continued to add to Little Rocket🚀
Buy the dip, hold for the long term, Discord in my profile.

One week ago: MU awesome!! 1100 awesome!!!
One week later: It's over!! The sky is falling! It fell to 1100!!
Stock trading can easily drive you crazy. 😂😂
Discord in the profile, buy the dip, long-term hold.

The market is worried that storage price increases will cannibalize AI demand... The market worries about so many things, it feels like Nasdaq is a 70-year-old mother-in-law, worrying about this and that, endlessly fretting.
Anyway, those CEOs in Silicon Valley are all dumbasses, they don’t know as much as the typists working on Wall Street. Those tech company bosses who actually spend real money on memory don’t understand AI at all—they just see their neighbor buying memory, so they follow suit, buying up all the memory in the world, and then let it gather dust in their warehouses. Do you thi

Don't think it's going to drop. It's just the end-of-June index and pension rebalancing. It's like this every year, always a fixed performance.
I've told you the reason. Are you still afraid? The market actually dropped quite a bit in June, and then comes the brand new July. Hehe, hehe, hehe. Think about those three hehes.
Anyway, every time it drops, I tell you to buy. I earnestly advise you to buy, my keyboard is on fire. From the beginning of the year till now, many have actually risen a lot. 😍
Discord in personal profile, buy the dip, hold for the long term.

Note that you should DM me. If you post in the comments, I won't read them.

How can anyone still think storage will drop?? Just because it's gone up a lot?? The financial reports are so good—are they fake?? Was SK Hynix's listing fake?? How much did it surge yesterday?? Isn't a pullback today normal... It's all within expectations, nothing to be afraid of.
Remember, storage is consensus. It won't fade away in a year or two. Look at how many people around you missed the boat—they stare at the K-line every day waiting to get on board. Do you think it can still drop under such circumstances? This kind of strong concept, honestly, I've never seen before. Even Buffett woul

DRAM positions have been updated, with significant changes. Some A-share stocks have been added.
Samsung, SK Hynix, and Micron are back above 25%.
Samsung jumped from under 20% straight to the top tier.
Kioxia took a hit, dropping from 8% to 4.5%.
GigaDevice was added with a 2% weight. Phison at 0.68%. Macronix at 0.4%.
If you follow DRAM, you can feel the shift.
Discord in personal profile, buy the dip, long-term hold.