If I had just honestly held my Alibaba, Baidu, PDD, Aa, NVO, and Danaher

and not participated in the so-called AI rebound, and avoided NBIS, SK Hynix, Marvell, RKLB, CRWV, Google, Broadcom, Lite-On, Oracle, and Tesla

The difference would be at least 20,000.

I should have been popping champagne these past two days. I've suffered for far too long, only to find myself plunged into hell right before the dawn.

I couldn't bear the endless slow bleed of energy stocks, Zhongcai, and 'old men' (laggards). I wanted to go all-in on high-volatility names. Was I wrong?

I told myself I wasn't wrong. My only mistake was buying too much, trying to bloom everywhere, only to get beaten up everywhere, falling into a trap from all sides. I could only lie flat, unable even to average down.

But that doesn't mean the stocks I bought are bad or wrong. I'm betting on humanity's future, accompanying the companies with the greatest potential and strongest certainty as they grow. Is that wrong?

AI is still far from widespread adoption. Even I haven't really engaged with AI tools, let alone ordinary people. Doubling AI's current footprint isn't excessive, is it?

SK Hynix's forward market cap is only 3. It can't fall further, right? SK Hynix is a good company, constantly buying back shares; memory is a great asset, prices keep rising; SK Hynix treats its employees well, and the 'battle robe' story is a romantic tale; even the South Korean President stepped out to save the market. It can't fall further, right? If it does, what about the Korean people? I didn't buy SK Hynix; I bet on South Korea's national destiny.

NBIS: computing power. Betting on compute is sound, especially since it's not expensive anymore. I didn't just buy NBIS; I bet on AI entering every street and alley in the future.

CRWV, Marvell: stocks Jensen Huang endorsed. The chairman of the world's most valuable company knows better than I do. If these stocks still crash, how will he face himself? I bought Jensen's vision, network, and reputation.

Tesla: flying cars brought tears to my eyes. It made me feel that accompanying Tesla is worthwhile. I bought top-tier technology that defies imagination.

RKLB: Humanity will eventually take to the skies. Despite Space [X] as a competitor, RKLB has researched for years. Ten years of hard work don't go to waste, right? These meals can't be eaten for free. I bought the stars and the sea.

Optical modules: with such high volatility, a rebound is due. I bought into standing in the light.

Google, Broadcom, Oracle: the former has strong fundamentals, the latter is severely oversold. A rebound is overdue. I practice value investing, buying oversold giants.

Can we see a big V-shaped recovery today? Prove my theory right. Stop falling. Don't disappoint those who believe in the future. Give me a chance to escape.

I will say, for the only time in my life, the phrase I hate most: Cash is King!