大演奏家
2026.06.12 17:27

$AST SpaceMobile(ASTS.US) I'm playing this stock with double leverage, I got in at $19. At that time, there was no one in the comments section, basically only Caizi and I were interacting. The only difference was that he was bagholding at the time, and I was bottom-fishing his position 🤣. The comments section was quite cold back then. I remember when I bought it, the comments said this stock would drop to $2, a few people mindlessly bearish were directly blocked by Brother Cai. That's also when we followed each other. @Caizi Brother Cai is very capable, he can hold on, and he also warns about risks, he won't mindlessly be bullish or bearish. This is something many people can learn from, I really admire his mindset! The logic for buying this stock back then was very simple: the aerospace cycle was coming, SpaceX was about to go public, aerospace stocks were bound to have a big rally. It turned out to be true, it rose from my entry at $19 to over $70, and I successfully lowered my cost basis to negative. Then the comments section became lively, with all kinds of people. Now that the stock has pulled back, everyone is complaining, it's meaningless. If the previous rise was following the cycle, then the current price drop is profit-taking from earlier gains. For the stock to go up again, it needs a new story and revaluation. Many people ask if they should cut their losses after being trapped, I find it quite helpless. Think about why you dared to buy at $70, but don't dare to buy at $20+. There were all kinds of horror stories before, rockets exploding, satellites sent to the wrong orbit, and that only brought the price down to around $20. If you followed this entire cycle, you wouldn't ask such a question. As for how high this stock can go afterwards, or what price target to look at, I also find these questions quite strange. The market isn't run by any single person, who can predict it accurately? What you need to know is how much you want to make, is it $1,000, $10,000, or $100,000? Once you reach it, you can leave. That's the correct answer. No one can eat the whole move. I saw an analysis from a big player on X before, they think May is the bottoming and recovery phase for the market, June is the consolidation and shakeout phase, and then July might see acceleration, even bubble-like acceleration. This wave of AI is similar to the acceleration during the internet era, the biggest bubble hasn't arrived yet. When you see Micron hitting 1500 or even 2000, SanDisk hitting 3000 or even 4000, that's when the real bubble explosion happens. As for whether this big player's analysis is accurate or not, let's not discuss that for now, personally I think there's a chance. We'll know in July. When the market rallies again then, all sectors will get gains. There's really no need to be anxious. Opportunities come from declines, risks grow over time. The only thing to do is stay at the table. That's also why I only play with double leverage, because no one can tell what will happen in between. It might reach a very high target price, but if you're not at the table because of options in the middle, that's a pity too! Finally, I wish everyone a happy weekend, don't always think about stocks, spend more time with family and relax. The market is always open, opportunities are always there! Don't be anxious, you will get what you want. My writing is not good, I speak bluntly, bear with it, hope it helps you if you're anxious.

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