"Investment Stories" is a constantly updated column created by Changqiao Community for all investors. We regularly collect real investment experiences shared by community users—whether it's a successful judgment, a profound lesson learned, or a memorable moment.Here, you can read:Real profit and loss stories of ordinary investorsThe emotional journey and cognitive iterations on the investment pathThe human nature and emotions that textbooks don't coverWe believe that every market participant deserves to be seen. Good stories deserve to be told and heard.

"Investment Stories" is a constantly updated column created by Changqiao Community for all investors. We regularly collect real investment experiences shared by community users—whether it's a successful judgment, a profound lesson learned, or a memorable moment.Here, you can read:Real profit and loss stories of ordinary investorsThe emotional journey and cognitive iterations on the investment pathThe human nature and emotions that textbooks don't coverWe believe that every market participant deserves to be seen. Good stories deserve to be told and heard.

Investment Thesis

$KLA(KLAC.US)$Applied Materials(AMAT.US) are acting more and more like f*ckboys and f*ckgirls now, never holding a single stock for long. In the previous bull market, I stubbornly held onto baijiu stocks, turning 300K into 2M, and you know the story after that—baijiu stocks tanked. Now, I just cash out as soon as I make a profit, slicker than a loach.