---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42619286.md"
description: "$XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US) I recently watched "Sister's Home," and the controversy between Ran Yingying and Zou Shiming gave me some thoughts: 1. Poverty-stricken couples face difficulties in everything, although not 100% accurate, when facing financial hardship, human nature is exposed; 2. Do what you are good at. Zou Shiming is a boxing champion of his generation, but that doesn't mean he can be a top performer in the boxing gym business; 3. If you venture into an area you're not good at, you must first learn and accumulate experience. Corresponding to the Buffett principle, it's "don't do what you don't understand." If you really want to do it, you must first create a good MVP and can't go all in at once; 4. For my own investment thinking, money isn't spent, it's lost. The primary principle of investment is to preserve capital, preserve capital, preserve capital. Reflecting on myself, I've been losing a lot recently in semiconductors and chips. Essentially, it's still amplifying my own greed, with a high degree of speculation, and I didn't react to potential risks in time; 5. Since it has come to this, if it's a good company, a good organization, a good business model, don't look at it, it affects your mood. If not, sell it quickly, pay for your knowledge. The tuition fee is just too expensive, remember."
datetime: "2026-07-13T11:41:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42619286.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42619286.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42619286.md)
author: "[明月照平湖](https://longbridge.com/en/profiles/23743078.md)"
---

# $XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US) I recen…


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