贪婪

This is not just a "review"; it's also a "deep dissection" of myself over the past two years.

I hope my future self can remember "this day" and remember how "complex" the emotions were at this moment.

Perhaps human nature is just like this—"repeating the same mistakes, a dog can't change its habit of eating feces." I've already forgotten how many times I've used leverage and forgotten how painful the previous drops were—"the sweeter the leverage, the heavier the fall."

I still remember last year, when I went ALL IN on Broadcom because I thought custom chips were the future, and companies like NVIDIA were bypassing it.

The reason I thought so was because my previous work experience told me—no one wants to be truly constrained by NVIDIA. That's why ByteDance wants to build its own AI, rather than using Codex, Claude Code entirely.

It turns out, this might indeed be correct. But the cycle is just too long, so long that it's really hard to endure. With more feelings of "fear of gain and loss," it's hard not to think your choice might be "wrong."

"November 14, 2025"

I really can't forget this day—that day, my net assets dropped to "1.17 million." From "1.52 million" on "October 29, 2025," down to "1.17 million." At that time, there was only endless regret, but fortunately, I always believed in myself and I persevered.

I consider myself a person with a "very good mindset." Besides regret, I know that the direction I chose might still recover. I rarely pick small-cap stocks, not only because I worry about misjudging the direction, but also because I'm afraid they might not recover.