---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42147376.md"
description: "Pay attention to the part I circled. At the end of June, the fund rebalancing rhythm is programmatically selling off stocks.Then, in early July, new funds will come in to purchase, coinciding with the July 4th Independence Day holiday. Trump might announce something, leading to a rise, roughly like that.Let me share my bottom-fishing experience: you must do it in batches, in batches. Expecting to buy at the absolute bottom in one go is impossible."
datetime: "2026-06-24T14:17:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42147376.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42147376.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42147376.md)
author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)"
---

# Pay attention to the part I circled. At the end of…


## Comments (30)

- **阿管 · 2026-06-24T15:47:06.000Z**: I've been holding Tesla shares all along, which account for a large portion of my capital. Steel Brother, if I swap my Tesla shares for some options and use the freed-up capital to bottom-fish DRAM or MRVL in a few days, do you think this move is feasible?
  - **钢铁纪律** (2026-06-24T15:53:55.000Z): I was like this a month ago
  - **钢铁纪律** (2026-06-24T15:55:51.000Z): The result came out around 440, which is considered a high point. Seeing Tesla's sharp drop, I'm not in a hurry for the options either. Then I was criticized, why not hold Tesla for the long term unti
  - **阿管** (2026-06-24T16:31:13.000Z): That's an epiphany! Got it, make a timely U-turn and wait for the next few to switch storage!
- **Allen.liu · 2026-06-24T15:28:00.000Z · 👍 1**: Fortunately, I bought some KO call options last Thursday, which hedged the position, so my account has been relatively stable these past two days.
  - **钢铁纪律** (2026-06-24T15:30:37.000Z): I'm NAIL, it has doubled
- **跟顾神反着买 · 2026-06-24T15:04:15.000Z · 👍 1**: Feel like we should put storage aside for now, and let the giants pull down to stabilize the overall market.
  - **钢铁纪律** (2026-06-24T15:04:56.000Z): If there's another deep drop later, I'll buy QQQ options.
  - **跟顾神反着买** (2026-06-24T15:07:50.000Z): The main goal is to get the chips from retail investors. I've been tricked too many times, so I'll just buy slowly. I don't believe the institutions can keep falling for a whole month.
- **Flytothemoon · 2026-06-24T15:01:02.000Z**: Boss, are you planning to bottom-fish SNDK and MU? It seems there's still room for a drop at the moment.
  - **钢铁纪律** (2026-06-24T15:01:37.000Z): I bought DRAM
  - **钢铁纪律** (2026-06-24T15:01:47.000Z): I bought in batches, it's fine, let it fall.
- **子尤1003 · 2026-06-24T14:55:55.000Z**: What did the first batch buy? I saw someone bought dram at 70.3.
  - **钢铁纪律** (2026-06-24T14:56:31.000Z): Hmm hmm IBM
- **学会空仓的小刘鸭 · 2026-06-24T14:35:24.000Z**: As long as you buy low enough, you don't have to worry about adjustments. Honestly, what other new trends are there now, besides AI?
  - **钢铁纪律** (2026-06-24T14:36:59.000Z): Buying QQQ and SOXX is enough
- **亨克 · 2026-06-24T14:22:46.000Z**: Thanks for the advice, boss.
- **聚宝长桥 · 2026-06-24T14:21:04.000Z**: It's been selling for many days here, some are falling.
  - **钢铁纪律** (2026-06-24T14:25:25.000Z): Yeah 😂
  - **钢铁纪律** (2026-06-24T14:25:42.000Z): If MU's earnings report is super good, even if it goes up, it will probably come back down.
  - **聚宝长桥** (2026-06-24T14:28:26.000Z): Then let's wait until July, boss. When you buy, call me, and I'll follow along to get a small share of the profits.
- **今年提辆车 · 2026-06-24T14:19:30.000Z**: Bro, how did you specify it for gtp?
  - **钢铁纪律** (2026-06-24T14:20:12.000Z): Ask him more. I chat with GPT every day when I'm driving and have nothing else to do.
- **jiucaia · 2026-06-24T14:19:28.000Z**: Thanks for the reminder, boss. Learning something new💪
- **三年级二班长 · 2026-06-24T14:19:19.000Z**: Wait patiently