trend_OptsDaily

$ISHRS MSCI S Korea Capped(EWY.US)

Happiness belongs to those who are content.

Don't take earning more or less too seriously.

The stock market is not the whole of life.

$ISHRS MSCI S Korea Capped(EWY.US)

Time will prove my point B

$ISHRS MSCI S Korea Capped(EWY.US)

$SK Hynix - WI(SKHYV.US)If it opens at 180, it will drive EWY to surge straight up.

$Nebius(NBIS.US)

Returning to 300 is a high-probability event, disproving the overcapacity of data center computing power.

33% upside potential, go all in with heavy positions.

I know it will come back sooner or later, it's just that the process will be more tortuous.

But I hope my position management will be better next time.

Holding stocks without moving requires immense discipline. Hard. Hard. Hard.

$XL2CSOPSMSN(07747.HK) $XL2CSOPHYNIX(07709.HK) $Nebius(NBIS.US)

$Nebius(NBIS.US)

Sound the horn for a rebound.

Beginning to show signs.

$ISHRS MSCI S Korea Capped(EWY.US) 176

$Roundhill Memory ETF(DRAM.US)

$Nebius(NBIS.US)200

Have added to my position, I think the pullback is almost done.

Adult disclaimer:

Make your own decisions, bear your own risks, and be responsible for your own gains and losses.

Today, a Korean girl messaged me on X, saying this is the worst summer since she became an adult.

This year, she was jealous that her colleagues around her all made a lot of money, so she threw all her savings into the stock market and even added five times leverage.

Then, she encountered a Korean stock market circuit breaker, directly got margin called, and lost five years' worth of savings.

The Korean won has depreciated by 20% this year. Her colleagues have canceled their overseas travel plans one after another, and she can't even scrape together next week's rent.

Walking in Seoul today, suddenly everyone on the street stopped what they were doing, squatted by the roadside, and cried their hearts out.

She said she's very sad, feeling an illusion of humanity's darkest age...

$XL2CSOPHYNIX(07709.HK) $XL2CSOPSMSN(07747.HK) $Roundhill Memory ETF(DRAM.US)

You're there when it soars, and you're likely there when it plummets; there's no escaping it.

Long-termism.

The A-share market is also picking up, Wu Qing is awesome

Today I heard a wealth legend:

There's a young guy in the universe company who's the leader in playing US stocks, said to be the admin of the Feishu US stock group.

His account quietly holds $30 million USD, and today he quit the group and retired early.

Before leaving, he dropped this line: Making a fortune by buying US stocks is easier than grinding to 4-1 in the company, working is purely a waste of life.

The monthly interest income alone can be 1 million RMB.

At only 30 years old, he plans to travel the world

Saying I'm not envious is a lie

I'm green with envy

Of course, there's also survivor bias: those who quit the group and retire will post, those who get margin called and go back to work, won't.

Putting aside the envy emotion

It's actually a strong reminder fate is giving us:

Don't work until you're old.

There are many opportunities beyond working for the boss.

$Invesco QQQ Trust(QQQ.US) $Alphabet - C(GOOG.US) $Roundhill Memory ETF(DRAM.US) $CleanSpark(CLSK.US)

The adoption rate of AI is still very low, with only a few million people using Claude Code and Codex frequently.

$Alphabet - C(GOOG.US) $Roundhill Memory ETF(DRAM.US)

$Invesco QQQ Trust(QQQ.US)

There's a saying that "storage is the housing for silicon-based life."

We all know that houses are for living in, not for speculation.

So, does that mean we have to wait until "commercial housing floods the market and can't be sold" before "prices will drop"?

$Roundhill Memory ETF(DRAM.US)$XL2CSOPHYNIX(07709.HK)

$Alphabet - C(GOOG.US)

$Apple(AAPL.US)

It's not advisable to bottom-fish Apple now. Referencing Xiaomi's trend, although history doesn't repeat itself, we can always find some commonalities.

Wait at least six months to see, let the bullet fly for a while.

With storage prices remaining high, Apple's days won't be too easy.

Now the issue isn't Apple acquiring storage chips at a high price, but whether it can get the goods due to HBM crowding out.

Unless it can be lifted by Chinese storage, the fundamentals are unlikely to improve.

The risk outweighs the reward.

$Alphabet - C(GOOG.US)

Success is not the end.

No one can make the right choice at every turn. If you made a wrong choice, you made a wrong choice. Don't always bully your past self.

Back then, you were standing alone in the fog, and the path you saw was already blurry. Even if you could do it all over again, with the knowledge you had at the time, you would still make the same choice.

Don't use today's clarity to blame yesterday's self.

The past cannot be changed, but the future can still be pursued. Let go of your former self.

Gained nearly 3 limit-up boards, but my mood is just so-so. I had my eyes on some, but the ones that rose better, I didn't manage to buy. It's frustrating, still a bit timid.

This kind of mindset is very dangerous. You can't just see the high returns without seeing the risks.

This wave of market movement is already crazy. The emotional peak is expected to be around the time of ChangXin's listing, and there might be a sharp correction.

Part of the position has been switched to optical communication.

After ChangXin lists, part of it will be switched to ChangXin's underlying stock, which is safer.

The Exponential View report shows that as of June 2026, the global (excluding China) annualized revenue of generative AI reached $175 billion (actual revenue over the past 12 months was about $110 billion).

This is the confidence to go all in on AI.

It's not a castle in the air, not a moon in the water, not a bubble.

$Roundhill Memory ETF(DRAM.US) $Alphabet - C(GOOG.US) $Invesco QQQ Trust(QQQ.US)