菜花花花

$Micron Tech(MU.US)$SK Hynix(SKHY.US)New share issuance leads to supply, valuation and capital reallocation → ADR scarcity creates high premium → Korean underlying stocks are sold by foreign and local capital → High-leveraged retail investors and 2x ETFs are forced to de-risk → Central bank rate hikes and regulatory tightening continue to amplify selling pressure → Oil prices and the Korean won create macro pressure.

Still believe the underlying logic is a crisis induced by arbitrage + leverage, and it will be fine once we weather through it. At least it's not a bad company and at least we can break even.

$XL2CSOPHYNIX(07709.HK) 1900 shares at a cost of 92; $Micron Tech(MU.US) 36 shares at a cost of 910

Uninstalled

$Micron Tech(MU.US) 980 half position 🙈 taking a break

$SpaceX(SPCX.US) After Micron's earnings report, it will enter a period of adjustment. If you don't buy the dip now, are you waiting until next week? You have to spend money to make money.

$SpaceX(SPCX.US) 400 shares, do better.

$Micron Tech(MU.US)$NVIDIA(NVDA.US)

Although I lost a lot, it was still a beautiful experience.

Farewell, the vast sea of stars.

$NVIDIA(NVDA.US)Can I go all in on you for 2 years?

$Z.AI(02513.HK)$XL2CSOPHYNIX(07709.HK)

China vs South Korea showdown!

$Z.AI(02513.HK)$Z.AI(02513.HK)The second wave

$Z.AI(02513.HK)Jensen Huang boarded the plane by himself just before takeoff.

$XIAOMI-W(01810.HK) I originally used the remaining funds to set up a position of 20,000 shares for you today. The buying logic was the solid bottom at 30.54, but the market was still too weak. The small position I bought in Cambridge Technology bounced back but didn't even reach 10 points. It's not that I don't like you, it's that I can't beat them, so I can only join the AI hardware main trend. The bottom-protection logic is too inefficient. Goodbye, we'll meet again.

$Z.AI(02513.HK)Good fortune and great luck!$XIAOMI-W(01810.HK)

$XIAOMI-W(01810.HK)Stop arguing, just like me, hold Zhipu AI in your left hand and Xiaomi in your right, and you'll be fine.

$XIAOMI-W(01810.HK) only has a bottom position left. Let's keep it up next week, little one!

$XIAOMI-W(01810.HK)Awesome awesome awesome

$XIAOMI-W(01810.HK) It's fine to buy back the shares you sold yesterday. Actually, Xiaomi has never made retail investors lose money when trading in waves, but retail investors also need to improve and enhance their skills.

$XIAOMI-W(01810.HK) Bros, don't sell, don't panic. Start the salary DCA method step by step—skip dinner DCA method—deliver takeout DCA method. Full of confidence.

$XIAOMI-W(01810.HK) I've bought it, let's see Monday.

$XIAOMI-W(01810.HK) sold out, see you next time

$XIAOMI-W(01810.HK) HSBC is scared today

$MEITUAN(03690.HK)I'm on board again

$XIAOMI-W(01810.HK) Crush HSBC, let's go!

$XIAOMI-W(01810.HK)The darkest hour is over

$MEITUAN(03690.HK) Why hasn't the Spring Festival holiday started yet? Hurry up and give us a break to save Tuanzi 🍡