---
title: "贪婪"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41561832.md"
description: "「引」    这不仅仅是一次「复盘」，也是我对自己的这两年来的「深度解剖」。    希望未来的自己能够记得「这一天」，记得此刻的心情是多么「复杂」。    或许人性就是这样——「犯过的错重复犯，狗总是改不了吃屎」。我已经忘记我这是第几次上杠杆了，也忘记了之前跌的时候有多痛——「杠杆有多香，跌下来就有多沉重」。    还记得去年，我当时 ALL IN $Broadcom(AVGO.US) ..."
datetime: "2026-06-06T09:44:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41561832.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41561832.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41561832.md)
author: "[WA2](https://longbridge.com/en/profiles/11328884.md)"
---

# 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.

### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [TQQQ.US](https://longbridge.com/en/quote/TQQQ.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [CBRS.US](https://longbridge.com/en/quote/CBRS.US.md)
- [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (8)

- **李维阿克曼 · 2026-06-08T08:25:08.000Z**: Greed is one of the seven deadly sins and a major taboo in investing.
- **條野太郎の.JY · 2026-06-08T05:46:36.000Z**: Watching the big shots vent. I've grown a lot.
- **跟顾神反着买 · 2026-06-07T01:15:06.000Z**: Looks like a lot of people are going to be flushed down next week, and some have already fallen😂
- **Lucky Jason · 2026-06-06T18:23:07.000Z**: I've also tried using leverage, adding to my position at 400 on March 15th, watching it drop to 311 (more or less). Fortunately, I didn't get a margin call! I endured until it returned to 500 to sell, and the profit was acceptable because I had a relatively large number of shares. Although I didn't 
- **山雨 · 2026-06-06T13:43:40.000Z**: Very impressive
- **moderndog · 2026-06-06T13:08:10.000Z**: Bro, I'm still 100k short and need to pay the deposit soon. Feels like I might have to force liquidate some positions first on Monday to be more appropriate? 😅😭
- **新用户_aciiF · 2026-06-06T12:46:45.000Z**: Marvell's MPU feels like it can reduce memory requirements like Rubin.
- **超级无敌大发财 · 2026-06-06T10:13:46.000Z · 👍 5**: Only by preserving your principal can you survive
