---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42181085.md"
description: "It's really a world of difference, like ice and fire. Fortunately, I held on the day before yesterday and added to my positions. It's a great pity that I only added SanDisk and DRAM, and didn't have the guts to double up on SK Hynix. My understanding wasn't enough. Poor people are really afraid of heights. I clearly knew that SK Hynix was going to list in the US stock market, also knew that the 2027 PE wasn't high, and also knew that the 2028 production capacity was locked in. There's no way, poor people are just afraid of heights. Fortunately, I still sold off Hong Kong-listed China concept stocks and US-listed Microsoft, Amazon, and SBSW in the past few days, switching positions to storage and optical. Give myself a thumbs up 👍. Although the switch was too late, fortunately, I got a big piece of the Marvell pie."
datetime: "2026-06-25T08:19:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42181085.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42181085.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42181085.md)
author: "[好公司好价格趋势为王](https://longbridge.com/en/profiles/15560868.md)"
---

# It's really a world of difference, like ice and fi…


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## Comments (6)

- **cassia · 2026-06-25T08:43:41.000Z**: Know so much
  - **好公司好价格趋势为王** (2026-06-25T09:18:54.000Z): Insufficient understanding, especially afraid of heights
  - **cassia** (2026-06-25T15:12:56.000Z): I'm being sarcastic🌝
  - **毛竹** (2026-06-25T15:21:22.000Z): Can you explain in more detail?