For US stocks, play the storage sector; for A-shares, optical communication; for H-shares, large models; for Korean stocks, SK Hynix.

Just focusing on these few sectors and grabbing a wave this year would be enough to complete the task.

At the same time, DCA into QQQ for US stocks, and hold the plummeted 'Magnificent Seven' on dips.

This strategy seems pretty good. Except for H-shares, which aren't played this way, the rest are currently following this line of thinking, and the market trend probably isn't over yet.

Those already in the position should just keep holding. If you have the ability, average down the cost. If you haven't entered yet, the market's speculative direction is unlikely to crash hard. There will be opportunities to pull back to the 5-10 day moving average. Just slowly buy some on dips and hold. If you've just opened a position, don't be too aggressive. Wait until the underlying stock's cost basis is lowered and you have profits before moving on to options and 2X ETFs.

Recently, there's been talk that US stocks will crash at some point in the second half of the year or next year, citing reasons like interest rate hikes and AI spending being too high with too low returns. We hear this kind of talk every year.

I actually think this is pretty silly, but all I can do is control my position size. Probably won't exceed 50% in the future. If there's a big rally, I'll still make money, just less. If there's a big crash, I'll naturally lose less. I can endure it.

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