$NASDAQ Composite Index(.IXIC.US) Powell chooses to prioritize saving assets, temporarily delaying the rescue of the dollar, with a planned rescue.
红树街交易员李华
ReturnsTop 1%
90后投资者 天高任鸟飞 不受窝囊气
红树街交易员李华Suggestions for you to follow
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$VG S&P 500(VOO.US)$Invesco QQQ Trust(QQQ.US)$Micron Tech(MU.US)The second half of the year is a time of both risks and opportunities.
1 Risk: Extremely short-term policy risks.
2 Opportunity: With a longer-term perspective, risks will be digested, and more favorable opportunities will be released before the year-end.
The market during the Trump era should be traders' favorite, and also the most challenging for traders. Up, down, up, up, up, crash, up, down, up, down, down, down, surge 😂 Unlike the Biden era's one-sided rise, which was suitable for value investors. It really tests the control over trade timing and position management.
3 Guidance: My main trading focus for the second half of the year is still semiconductors, with a small portion in commercial space and physical AI. Brother Sun recently mentioned the robotics industry again, which is worth paying close attention to.
VG S&P 500
USVOO
SK Hynix ADR Surges: The Start of a Memory Cycle Reversal?
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$Micron Tech(MU.US) can add to the position now
Micron Tech
USMU
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$Roundhill Memory ETF(DRAM.US) Gradually accumulate on dips, don't go all in at once.
Roundhill Memory ETF
USDRAM
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$Micron Tech(MU.US) Add a bit near 1050, wait for the NFP to drop tomorrow, then add more near 1030.
Micron Tech
USMU
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$Ouster(OUST.US) is rising so fast it makes you dizzy 80 80 80
Ouster
USOUST
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$Ouster(OUST.US) I've already told you guys 80 80 80
Ouster
USOUST
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$Ouster(OUST.US)80 80 80
Ouster
USOUST
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$Micron Tech(MU.US) Add a bit below the five-day moving average of 1165, and add more below 1130. Sun Ge said there will always be a shortage of storage. Did you listen?
Micron Tech
USMU
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Apple has met its match this time. Micron: Take it or leave it.
Storage products are getting more expensive. As consumers, we can choose not to buy.
But as a company, Apple will die if it doesn't buy storage.
The core is still the supply-demand relationship
Storage shortage -> Price increase
-> Increased cost of electronic consumption -> $Apple Inc.(AAPL.US) fires the first shot by raising prices
After the price increase -> Sales volume decreases -> Demand reduction rebalances
There's no eternal rise, nor eternal fall🤔
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$Micron Tech(MU.US)Cut half of my position before bed. Even so, I still suffered heavy losses tonight. I'll wait until the earnings report comes out before making any moves.
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$Ouster(OUST.US) hits a new YTD high again 😁
Ouster
USOUST
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$Micron Tech(MU.US)$VG S&P 500(VOO.US) $Invesco QQQ Trust(QQQ.US) I asked my girlfriend ChatGPT to point out what I did right and wrong.
If it's wrong, I'll correct it. If it's right, I'll keep doing it. Understanding trends and getting the timing right in trades is what I've been training for all along.
Micron Tech
USMU
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It's just a matter of probability. No one knows what will happen in the future. Find certainty within uncertainty. If you understand it, just place an order and hold the stock steadily.
Investing is about investing in certainty
It's the certainty within your knowledge, or what you might call a high-probability event
Otherwise, what are you investing in? 🤔
There are different targets skyrocketing every day, we can't keep up with chasing them all
That's why I never chase highs
Because there are plenty of opportunities
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For investors: Are the new generation 'cash magnets' more attractive than the Mag7?
$Micron Tech(MU.US) $SpaceX(SPCX.US) $Sandisk(SNDK.US) 1. The State of the Mag7: From 'Collective Frenzy' to 'Extreme Divergence'. In the past few years, buying the Mag7 was the easiest trade. But by mid-2026, the giants are facing a dual scrutiny of **'valuation fears' and 'overly high AI monetization expectations'**: Capital is getting weary: The giants' performance remains perfect, but Wall Street has developed aesthetic fatigue (good news is being discounted)...
SpaceX Pulls Back Sharply — Is This the Entry Point?
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$Micron Tech(MU.US) I was watching the live broadcast of Fed's Waller while keeping an eye on Micron's one-minute chart, and then decisively placed an order.
Key points from Waller's debut
Interest rate decision: Maintained the federal funds rate unchanged at 3.5%-3.75%, marking the fourth consecutive pause, in line with market expectations.
Dot plot turns sharply hawkish: Among the 18 officials who submitted forecasts, 9 support a rate hike in 2026, with the median rate soaring from 3.4% in March to 3.8%. Among them, 1 expects a 75 basis point hike, 5 expect 50 basis points, and 3 expect 25 basis points. CME data shows the probability of a rate hike in October has surged to 72%.
Inflation and growth forecasts: The 2026 median PCE inflation forecast was significantly raised from 2.7% to 3.6%, core PCE from 2.7% to 3.3%; GDP growth expectation was lowered from 2.4% to 2.2%.
Waller's remarks were overall bearish, but based on my previous experience trading A-shares, when all the bad news is out, it must be good news 😂😂 Just hold onto quality stocks steadily.
