--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42223171.md" description: "The volatility in the storage sector is already evident. A 10% return often can't even cover a single normal pullback. Unless there's already a sufficient profit cushion from earlier gains, or it's part of a long-term portfolio allocation, retail investors chasing highs and selling lows due to FOMO in a bull market are easily harvested repeatedly by the market.I can't chase the storage sector. I admit I don't understand this industry and lack the ability to judge when to get in or out. I can only give up. $Micron Tech(MU.US)In this round, big tech has been drained of blood and experienced significant pullbacks. Microsoft fell below all support levels in half a month, and Google, Amazon, and NVIDIA also saw considerable adjustments. The crypto and space sectors were even more of a bloodbath.I don't have a profit cushion to chase the already surging storage sector. The only thing I can do now is buy companies with the world's strongest ecosystems, the most abundant cash flow, and the deepest competitive moats, patiently waiting for the market to reprice them. $NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)Cash is gradually decreasing, pullbacks are getting larger, and emotionally it's starting to hurt. Extend the time horizon, be a friend of time." datetime: "2026-06-26T02:53:52.000Z" locales: - [en](https://longbridge.com/en/topics/42223171.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42223171.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42223171.md) author: "[股海散修](https://longbridge.com/en/profiles/23678023.md)" --- # The volatility in the storage sector is already ev… ### Related Stocks - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) ## Comments (18) - **为了LM · 2026-06-26T07:53:33.000Z**: Qualcomm's growth feels worth looking forward to. - **股海散修** (2026-06-26T09:05:38.000Z): Mainly because I haven't traded Qualcomm before, and my account is currently experiencing a significant drawdown. I don't dare to make any rash moves; I feel a sense of fear in my gut. - **为了LM** (2026-06-26T09:12:09.000Z): Same here… I don't dare to touch the remaining balance… and there are still some options, damn, that's terrifying🤯 - **五岳山人 · 2026-06-26T07:52:56.000Z · 👍 1**: The concept is similar, but with limited energy, it's better to focus on stocks that have already proven themselves. - **花街狼 · 2026-06-26T06:20:08.000Z**: Microsoft entered the market half a year earlier. In my opinion, timing, price, cash flow, and position size are the most important; the specific stock is secondary. Many of the M7 stocks appear to have high certainty. For the majority of people, this certainty mostly stems solely from them being th - **股海散修** (2026-06-26T06:26:34.000Z): Microsoft needs to prove itself. Currently, its software is equivalent to being on the opposite side of the storage market, which is very uncomfortable. Control your position well. - **花街狼** (2026-06-26T06:32:02.000Z): It's all up to Wall Street to decide. There aren't that many explanations. If there are any, they're just pretexts, pretexts for retail investors to create their own closed loops. - **股海散修** (2026-06-26T06:36:01.000Z): That's right, retail investors are the most vulnerable group, so just control your position and ride it out. If you're not comfortable, you can reduce your position a bit. - **三思又三思 · 2026-06-26T03:56:37.000Z · 👍 1**: M7 is still reliable, you can rest assured about this. If they end, it would truly be an AI bubble and a financial crisis. - **老马MSK · 2026-06-26T02:58:17.000Z**: Can only say I added the long call too early, floating loss of 20% 😂 - **股海散修** (2026-06-26T02:59:22.000Z): Call 20% is not much, a 50% drop is normal, buy with money you can afford to hold - **老马MSK** (2026-06-26T03:00:52.000Z): There shouldn't be any problem with the January purchase, right? - **股海散修** (2026-06-26T03:02:42.000Z): I also bought some 20270115. If it's a large-cap tech stock at a low level, I think it's fine.