---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43080840.md"
description: "The previously expected 20%-30% rebound seems to have arrived early, which I originally thought would happen next week.So these past few days, people have been asking me if they should short the storage sector in reverse.My consistent answer: No.Otherwise, you'll lose twice.I'm currently snacking and calmly looking for the next opportunity."
datetime: "2026-07-30T13:37:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43080840.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43080840.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43080840.md)
author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)"
---

# The previously expected 20%-30% rebound seems to h…


## Comments (39)

- **不要频繁浇花 · 2026-07-30T14:35:03.000Z**: I really want to know what the people who started cutting losses and shorting storage last night look like tonight.
  - **钢铁纪律** (2026-07-30T14:37:28.000Z): I think it's very normal
- **夜空里最亮的星 · 2026-07-30T14:26:57.000Z**: The trend reversal hasn't happened yet, right? It's just a short-term rebound.
  - **钢铁纪律** (2026-07-30T14:31:02.000Z): Violent rebound
  - **钢铁纪律** (2026-07-30T14:31:44.000Z): The root cause of such violence is that all short positions were wiped out within 2 hours. If you go check X now, those shorts who were arrogant for a week are silent; they've been dealt with.
- **夜空里最亮的星 · 2026-07-30T14:25:56.000Z**: The rebound strength of DRAM is currently only around 13%. I'm not sure whether to reduce my position now or wait for a rebound to 30% before reducing.
  - **钢铁纪律** (2026-07-30T14:32:06.000Z): It was advised against playing with DRAM a long time ago, not sure who said that.
  - **不要频繁浇花** (2026-07-30T14:35:53.000Z): The fund manager of DRAM is super bad. Since I found out they were adjusting the portfolio to include garbage stocks from the A-share market, I liquidated my position.
- **吃练睡 · 2026-07-30T13:53:37.000Z · 👍 1**: It should still rise for a few more days, SanDisk rebounded 20% in just one day...
  - **钢铁纪律** (2026-07-30T14:32:23.000Z): I predicted 20-30% at the time. I'm not confident about anything more, so I won't speculate.
- **Kerry Yee · 2026-07-30T13:52:00.000Z**: Bro, the broader market should be stabilizing around 7400 for now, right? At least the PCE data today was quite supportive. I bought SPY calls before the Fed meeting yesterday; luckily I went to sleep and didn't touch them, so it's good that they bounced back today.
- **AlexW · 2026-07-30T13:51:51.000Z**: Damn it, I'll miss out next time
- **新用户_tl0F7D1 · 2026-07-30T13:51:29.000Z · 👍 1**: Reversal or bounce?
- **约尔佛杰 · 2026-07-30T13:50:51.000Z · 👍 1**: I held onto the soft stock for over half a year. I regretted not selling at 460 last time, but now I finally see the light at the end of the tunnel.
- **Iwen · 2026-07-30T13:47:57.000Z · 👍 1**: Bro, how high do you think Microsoft can go? Can it absorb the funds flowing out of storage?
  - **钢铁纪律** (2026-07-30T13:50:17.000Z): Microsoft has now elevated Google to be a star stock for cost savings
- **HhhhHhH · 2026-07-30T13:42:03.000Z**: Can you short SoftBank?
  - **钢铁纪律** (2026-07-30T13:42:13.000Z): ?
  - **HhhhHhH** (2026-07-30T13:44:58.000Z): Hahaha
- **bb机 · 2026-07-30T13:41:51.000Z · 👍 1**: Bro, has NOK stabilized?
  - **钢铁纪律** (2026-07-30T13:42:27.000Z): NOK and storage
- **聚宝长桥 · 2026-07-30T13:40:25.000Z · 👍 1**: Bro, does tonight count as the start of a reversal?
  - **钢铁纪律** (2026-07-30T13:41:32.000Z): Is the reversal about to immediately surpass the storage high point at the end of June?
- **路飞同学 · 2026-07-30T13:40:20.000Z**: Does Microsoft not stop loss?
  - **钢铁纪律** (2026-07-30T13:41:49.000Z): I sold it, haha, over 390. Hope you all get rich.
  - **阿管** (2026-07-30T13:44:31.000Z): I also sold calls the day before the earnings report... boo hoo... I was scared silly by Google and Tesla's earnings reports 😵
  - **路飞同学** (2026-07-30T13:45:07.000Z): I've been holding on for a long time, only selling now 😳
- **短线别浪 · 2026-07-30T13:39:43.000Z**: Microsoft is heartbroken!
  - **钢铁纪律** (2026-07-30T13:41:58.000Z): No need, just look for the next opportunity.
  - **短线别浪** (2026-07-30T13:44:59.000Z): Mhm
- **北极冲浪 · 2026-07-30T13:38:30.000Z · 👍 1**: After all this messing around, I suppose the principal of those with loose discipline has already been wiped out, let alone any profits.
  - **钢铁纪律** (2026-07-30T13:39:20.000Z): Hahaha, institutions are very powerful.
  - **钢铁纪律** (2026-07-30T13:39:49.000Z): Alright, if it keeps rising, the value investors who were previously silent will come out to give advice. I should step down.
  - **北极冲浪** (2026-07-30T13:41:06.000Z): Thinking everyone can't stand it, chasing in and getting trapped
- **Liora · 2026-07-30T13:38:06.000Z · 👍 1**: Finally got a chance to catch my breath 😌
  - **钢铁纪律** (2026-07-30T13:42:05.000Z): Very good