--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/41849958.md" description: "Regarding a clarification on someone in the community calling me a Sandisk short seller.I was short Sandisk for a period of time.When Sandisk was at 500, I was bullish on Micron. I believed HBM had a greater advantage than NAND, and I was worried Sandisk would become the second SMCI, so I was very bearish on it.Based on this, I posted bearish views and shorted Sandisk when it corrected from 600 to 500, with a small position of thirty thousand USD directly shorting. Sandisk continued to rise from 550 to around 800, and I admitted defeat and closed my position. The continued rise indicated the market narrative for the entire NAND sector was also grand, so I flipped from short to long at the 900 level and have held until now.This is a simple matter, but I got inexplicably scolded. A Longbridge community member with the ID abgh nevemind has been scolding me for three months. It might seem like a personal grudge to outsiders, but I don't even know him. At first, I argued back, but later I simply blocked him to avoid wasting time. The few posts he wrote have very low substance and are highly emotional.Regarding his talk about 'carving out a persona', I don't need a persona. I'm just an ordinary retail investor. My main investment goal is to outpace inflation. I've been at it for over ten years, with not much experience but plenty of lessons. I can't compare to the many 'triple-your-money-in-a-year' folks in the community.Shorting US stocks is a normal strategy. If you misjudge a stock, just correct it immediately. No one can be right all the time. If good opportunities arise in the future, I will still flip from long to short. My short on silver in January this year yielded decent returns, and I caught a wave of decline in QQQ in March.I'm posting here to explain to community members who might not understand. There was never any talk of teaching people to go ALL IN on shorting; I myself use small positions.On Longbridge, I mainly share US stock information and logic. If you agree, let's communicate more.It's free for me to express bearish views and for you to express critical views about them. Whether views are right or wrong, discussion is normal. However, beyond expressing critical views, engaging in personal attacks for several consecutive months only shows your low character.My overall investment philosophy in recent years is: US stocks have short bears and long bulls. Seize the AI main theme, focus on the core companies of each phase, specifically: NVDA/TSM (2023-2025) - DRAM/MU/SNDK/SK Hynix/INTC/AMD (2026-2027) - MRVL/NOK/GOOGL/TSLA (2027-2030).Long stock + long calls (preferably over six months).I play other companies less. I strongly advise against playing side-line stocks, especially not going heavy on their short-dated calls.From now on, I will only exchange and share investment ideas with like-minded friends. For those who aren't a good fit, let's just not bother each other." datetime: "2026-06-13T02:03:33.000Z" locales: - [en](https://longbridge.com/en/topics/41849958.md) - [zh-CN](https://longbridge.com/zh-CN/topics/41849958.md) - [zh-HK](https://longbridge.com/zh-HK/topics/41849958.md) author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)" --- # Regarding a clarification on someone in the commun… ### Related Stocks - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md) - [PSQ.US](https://longbridge.com/en/quote/PSQ.US.md) - [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [NOK.US](https://longbridge.com/en/quote/NOK.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [SNDKV.US](https://longbridge.com/en/quote/SNDKV.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [NOA3.DE](https://longbridge.com/en/quote/NOA3.DE.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) ## Comments (71) - **不玩妖股 · 2026-06-13T13:17:51.000Z**: The boss said the third wave of storage was spot on. Actually, I've been paying attention to storage for a long time, but unfortunately, my conviction wasn't strong enough. Personally, I think it should be the tail end of the rally. With capacity ramping up by year-end, will it likely drop? I'd like - **钢铁纪律** (2026-06-13T13:23:53.000Z): I'm still very bullish on storage, especially SNDK. - **Fkccp · 2026-06-13T10:34:44.000Z**: You're not a child, don't you have your own brain? Support Gangge. - **diamond man · 2026-06-13T09:22:38.000Z**: It's fine, - **ricky.sun · 2026-06-13T09:09:03.000Z**: If you win, it's because you wisely referred to my information~If you lose, it's because you misled him, it's your fault~ - **钢铁纪律** (2026-06-13T09:21:43.000Z): Talk less, make more money yourself, hahaha - **为了LM** (2026-06-13T11:57:07.000Z): That won't do, bro, you still need to post more...😂 - **买入就是死拿 · 2026-06-13T09:03:56.000Z**: 😅I saw those people at the time, I glanced at their comments a bit, the tone and remarks were not for normal discussion, they were purely all aggressive, there's no value in spending time and energy replying to them. From the time I started following you until now, copying trades and buying on my o - **钢铁纪律** (2026-06-13T09:05:07.000Z): I've been playing for over a decade, and I've lost real money all the way through. - **买入就是死拿** (2026-06-13T09:06:38.000Z): I've just been doing this for half a year 🥸 The name is the only operation hahaha - **钢铁纪律** (2026-06-13T09:22:07.000Z): Haha, then your results are pretty good. - **酒精不过敏的帅哥 · 2026-06-13T08:42:44.000Z**: Just started paying attention recently, what they say makes sense, didn't know before. - **钢铁纪律** (2026-06-13T08:49:31.000Z): I might not post much in the future. Today I heard from a friend that making money is something better done by oneself... Talking about it too much can jinx your luck. - **煎饼小狗** (2026-06-13T14:17:16.000Z): Hey, actually, a feature that controls who can see it could be added... There were also some people arguing about this before. - **小李鱼 · 2026-06-13T08:27:14.000Z**: Too many words aren't useful and lack credibility. It's more convincing if you show your rate of return, uncle 😆. - **钢铁纪律** (2026-06-13T08:35:02.000Z): 90% of assets, 99% return rate. - **不要频繁浇花 · 2026-06-13T07:24:25.000Z**: Don't know if anyone still remembers the retired uncle. It's simply ridiculous. A bunch of people followed his trades and got scolded away by him. I thought to myself, you chose to buy it yourself, it's not like someone forced you to buy it. What does it have to do with anyone else? - **钢铁纪律** (2026-06-13T07:37:31.000Z): My suggestion is not to copy trades. Even if I see trades from 'Value Brother' and others, I might not follow them. Stock investment is high-risk. Stocks that many people think are good won't necessar - **不要频繁浇花** (2026-06-13T08:40:06.000Z): Yes, for options, I only buy KO's, I don't buy any others. - **虾了虾了 · 2026-06-13T07:04:03.000Z**: Brother Steel, I just started following you today. I sold most of my SNDK yesterday because I was worried about a pullback after it surged. I originally thought MU hadn't risen much and wanted to buy it to wait for a rise. After seeing some information you posted, should I wait for the FOMC meeting - **钢铁纪律** (2026-06-13T07:13:09.000Z): No one can predict the future, and I don't know whether it will rise or fall on a given day either. SNDK and MU are rising in turn. The current logic is that NAND is in even shorter supply, and the pr - **静待花开M · 2026-06-13T05:52:08.000Z**: Bro, you posted the price fluctuation upper and lower limits on April 26th, at what price range to add positions when it falls, at what price to reduce positions when it rises, and what's the extreme high point. Is there an updated price chart for June? - **钢铁纪律** (2026-06-13T05:53:09.000Z): Are you talking about the Magnificent Seven? Now GOOGL/MSFT/NVDA are all approaching the buy-in zone. - **静待花开M** (2026-06-13T06:41:33.000Z): It's that table you wrote. The positions to add to the position. The areas to reduce the position, the extreme highs, that kind of thing. List out the analysis for each stock, because I don't know how - **钢铁纪律** (2026-06-13T06:45:24.000Z): Oh, that's estimated based on the PE ratio. It serves as a reference to some extent. For example, when MSFT approaches 460, you should sell. If you've sold a portion, you wouldn't be fully invested al - **打不死的小强～ · 2026-06-13T05:17:54.000Z**: Sold RKLB at the last moment before the lock-up period on the 12th, feeling that the short-term certainty of the space sector is not high, the profit model is single, and sentiment outweighs value. - **钢铁纪律** (2026-06-13T05:29:21.000Z): I've only participated in NASA once, made a little profit. Let's observe SPCX slowly. - **EAST · 2026-06-13T04:48:08.000Z**: Thanks for sharing. - **阳光涨涨涨** (2026-06-13T08:42:15.000Z): Only a few times the return is in the top 10% of earnings, buddy - **阳光涨涨涨 · 2026-06-13T02:59:42.000Z · 👍 4**: …At Caizi's place, it's the same…a bunch of people who copied homework lost money and started cursing and complaining. Damn, they're adults, no one held them at gunpoint…they lost money and are still picking and choosing…I find it laughable… - **钢铁纪律** (2026-06-13T03:03:02.000Z): The problem is, I shorted SNDK with a small position... it's a very controllable risk operation. - **ʕ•ﻌ•ʔ** (2026-06-13T03:50:16.000Z): You don't even know what's going on and you're still here pointing fingers, it's ridiculous - **阳光涨涨涨** (2026-06-13T06:58:31.000Z): I only know that no one is forcing you to buy or sell. As an adult, think for yourself. It's laughable to blame others after making a decision and losing money. I've also followed "Steel Buddy" - **大鹅要有纪律 · 2026-06-13T02:49:05.000Z**: I also lost money on space stocks, sigh, let's not talk about it. I never came across Steel Uncle before and had no idea about the storage sector. A while ago, there was some tea on Asts, and when I went to check it out, someone actually said that the person who called for the print back then was a - **钢铁纪律** (2026-06-13T02:58:15.000Z): Never told anyone to go ALL IN on shorting SNDK… - **大鹅要有纪律** (2026-06-13T02:58:59.000Z): Rumors are indeed rumors - **钢铁纪律** (2026-06-13T03:02:17.000Z): While shorting SNDK, I also took a screenshot to bottom-fish NVDA at 165. Why haven't I seen them post about ALLIN long on NVIDIA at 165... - **跟顾神反着买 · 2026-06-13T02:47:43.000Z**: Anyway, you didn't lose money with me 🫡 Ignore the haters. - **sortmin · 2026-06-13T02:39:38.000Z · 👍 2**: I've never understood why people complain about losing money by following the crowd in the community... If you follow, you must agree with their logic. - **钢铁纪律** (2026-06-13T02:40:26.000Z): Not everyone has your level of understanding. - **你还年轻，三千万不够 · 2026-06-13T02:20:40.000Z**: I also lost money on this space stock. I'm not playing with it anymore, just honestly playing with CPU, light, and storage. - **钢铁纪律** (2026-06-13T02:22:04.000Z): The space sector has huge two-way volatility, 😂 so just gamble for fun in moderation. - **你还年轻，三千万不够** (2026-06-13T02:23:17.000Z): Intel still looks like it can break through. I wasn't paying attention to it the past couple of days, all my focus was on space stocks. That was a perfect entry point for calls a couple of days ago 😦 - **钢铁纪律** (2026-06-13T02:24:56.000Z): I'm already at 40%... haha - **DBBDC · 2026-06-13T02:15:12.000Z**: Now it's not fully subscribed, so I went to be an astronaut and ate a 📉, hahahaha - **钢铁纪律** (2026-06-13T02:17:39.000Z): 😂 - **水人波高 · 2026-06-13T02:08:21.000Z**: I'm really confused about the space stocks, Iron Brother. I don't know if they can rebound next week. In the space sector, only the big brother is rising, while all the small ones are falling. It's really absurd. - **钢铁纪律** (2026-06-13T02:22:18.000Z): I don't really understand space tickets either