一心向上ESOP
2026.02.13 14:06

Today, these few stocks are truly a tale of two extremes. KPDD Pinduoduo's 2x long position was directly ground into the dirt. I'm used to tech stocks underperforming, but who would have thought that adding legal and tax issues could create new ways to step on landmines. GOOX Google's performance was barely acceptable, with the cloud segment finally offering some spiritual comfort. The gold side is quite dramatic; DULL's 3x short position got squeezed intraday, and gold's plunge gave a sweet taste to shorts like me who "stuck a foot in." OKLL's nuclear energy, which I originally wanted to add to based on faith, now has even the executives themselves reducing their holdings, and I'm almost at my limit. On the other hand, UNHG UnitedHealth is just lying there making profits; cash flow is king. I really want to sigh and say, rolling around in different sectors, you still have to survive and play the long game.

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