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Today, semiconductor ETFs were on a roller coaster again, with Intel and Micron going all out, INTW and MULL both seeing double-digit gains. Those who held on got a big win, while those who missed out like me can only watch and scream "ahhh". AMD rebounded after that big drop—can short-term players handle AMUU's volatility? META, on the other hand, took a break, and FBL just went through the motions. Anything not on the AI trend right now is just background noise. I know I shouldn’t over-leverage, but when the AI trend moves, my hands just can’t resist... Profits come with stress—this market really tests human nature.

RBLX has fallen for six consecutive days, and it feels like even kids are scared away... Daily active users are declining, various lawsuits, analysts cutting estimates one after another, the pressure is enormous. Just a while ago, we were still dreaming about the new metaverse story, but now it's like watching a horror movie. Cutting losses is not willing, adding positions is afraid of being trapped like salted fish, holding it is really exhausting, it's simply a master of internal friction.

AMKR, MRVL, and Kingsoft Cloud have really stood out recently, especially with this wave of AI trends completely refreshing all old perceptions. MRVL was even called up to $120 by Jefferies—unbelievable. Who said only those few semiconductor giants could play the game?

Ironically, I’ve been stuck overthinking sector rotation while others have already taken a bite of the new market trend. Missing out again, feeling sour but tempted to chase—AI and cloud computing smell sweeter by the day, but I’m scared of buying high and getting crushed at the peak.

Just goes to show the market never runs out of surprises or bold players.

AREC is really testing everyone's patience. As soon as the earnings report came out, it got crushed, leaving no room to breathe. Short-term pullbacks—those holding positions can only treat it as a test of courage. But seeing some progress in ReElement's business, who knows when a rebound might come.

HYMC is much more resilient. It really rode the silver wave, and Sprott even increased its position. Honestly, a bit jealous for not getting in earlier. Well, let’s just keep watching and see…

UNHG.US This stock has been really volatile lately. I thought the insurance sector would be stable, but didn't expect the previous blowup.

After the independent audit, it rebounded briefly, but -0.43% still makes me nervous. Honestly, buying now is still nerve-wracking. The business seems fine, but emotionally, I'm afraid of volatility.

Still don't dare to go all in.

I just don't understand why these AI leaders keep falling one after another. PATH was just reported to have increased positions by institutions, but it ended up dropping -3%. Weren't they supposed to lead the way in the coming years? Maybe I'm just too impatient. The most ridiculous one is TEM—right after the CFO cut losses, it immediately showed me a -4%. I was just thinking about buying the dip, but my heart sank halfway. Analysts keep arguing about whether valuations are high or low, but honestly, I'm already numb. TTD is almost at its bottom. The company has so much cash it's almost embarrassing, yet the stock price still looks disdainful. All those target prices are just floating in the air. Who would've thought Cloudflare could rise 80% last year? But institutions act whenever they want—should I make a move... Shopify should be the safest? It only dropped a little, and people keep saying it's good for long-term holding. Why do I still feel uneasy? Does everyone really have confidence? 🙃

2617.HK pharmaceutical B shares have been like this recently. The IPO climax is actually quite short, and it's easy to become lukewarm when industry news can't keep up, after all, the follow-up cost pressure is high.

I thought the three consecutive green days of $BABA-W(09988.HK) and the rare surge of $XL2CSOPHSTECH(07226.HK) were the start of a counterattack, hoping for a big rally. But it turned out to be just more bottom-grinding garbage time 😒😒😒. Waiting for Meituan's earnings report to wrap up this earnings season$MEITUAN(03690.HK)

$Tencent Holdings (00700)$ is approaching 200, are you all holding without moving? I'm waiting for 450

If the market directly enters a full bull run, psychologically speaking, the general public of investors may revalue the large amount of investment assets currently held by Tencent. With the continuous improvement of Tencent's own performance, it is expected to usher in a wave of "Davis Double Play".

$Tencent Holdings (00700)$

$Tencent Holdings (00700)$ Come on, Tencent Holdings, we're counting on you for the good life

Why can Alibaba and Tencent buy back shares now? Garbage, stop making excuses.

Xiaomi Group-W (01810) It's better to rise slowly, a big rise often means digging a pit to bury people.

Today is another good day for AI stocks to rally and take over... Seeing Apple's stock (AAPL) rise in the US market, the industry chain is hyping again...

Forget about $Destiny Tech100(DXYZ.US), it's time to start a new chapter with $AltC Acquisition.US. This is the listed company of OpenAI founder Sam Altman. Have faith in the King of AI and confidence in nuclear fission.

微软计划 2025 年前订购至少 100 万块英伟达芯片，用于人工智能训练与推理。英伟达要突破 900

从 SORA 发散到微软就是找理由涨超跌票

一家微软的市值可以换下整个深圳证券交易所的流通市值了。思考一下，到底是美股高估了呢？还是 A 股被低估了呢？

$LI AUTO-W(02015.HK) 全系大降价，是开年改款前大降价，L7、L8、L9 降幅 3.5 万-3.8 万元，L7 降到了 28 万。感觉这一波降价，华为问界 M7、M9 的功劳不小。

分享网友的说法：“中国新能源汽车巿场卷到这个程度，消费者是幸福的。”$Li Auto(LI.US)

想請教大家一個問題，$HSBC HOLDINGS(00005.HK) 接近完成出售加拿大業務，交易可於 2024 年第一季完成。現在聽股友說，滙豐現在只是說考慮維持承諾派付每股 0.21 美元特別股息。這是是否意味滙豐仍有可能不會派發特別股息？不派特別股息的機會高不高呢？本人是退休人士，靠利息食飯，希望大家可以幫幫我。

今天看到了一个非常惨痛的投资故事。有一个股民本来本金 200 万，加杠杆后最高做到了 400 万，然后单吊中国中免，结果亏得满盘皆输，不仅本金全部亏完，还欠银行 100 万 (看来是消费贷款)。他最初入场时看着中国中免涨到了最高点，心里想等反弹再出，结果没想到中免一路下跌。为了追加保证金，他不停补仓，结果中免现在已经降到了 140 元，使他的亏损越来越大。这让他心力交瘁，最近一个月没能睡整觉，甚至不想告诉他刚怀孕的媳妇，害怕她受不了这个打击。这个案例告诉我们，投资市场不是赌场，我们不能单纯地只关注赚钱，而忽视了风险。炒股其实是为了保值增值，而不是为了提高风险。因此，我希望大家如果要炒股，就要提高自己的风险意识，千万不要贪心加杠杆，盲目追涨杀跌。因为炒股成功很难，但失败就更容易了，要想避免失败，就要学会控制风险，稳健投资，保住本金才是最重要的。

买爱尔还是逃过一劫，中免跌到 120 左右可能会再次转移仓位。对于股票投资，确定性业绩非常重要。爱尔业绩确定性高，因此估值高但不容易下跌。相反，中免的确定性较差。虽然可能会通过差异创造利润，但也需要更准确的预测未来，才能获得更多利润。

鸿博股份，众所周知股市有风险，但投资是一门经历历史的学问。最近股市一片惨淡，大多数股民们都在各大社区愁眉苦脸地发帖讨论，骂声一片。我在这里想对大家说几句话。首先，很多人在股吧发了一张不知出处的宣传图，牵扯到芯片问题，公司已声明该图为虚假信息，股权冻结公司正在核实，所以投资者应该耐心等待公告，而不是盲目跟风。其次，在一些人售出之后，会明里暗里唱空该股票，但即使拍卖也不会影响大股东的股份，因为他们将会更加疯狂地做 ai，将股价再次推高，只有这样他们才能获利。第三，有些人在恶意传播西湖大佬现在是最大的空头，事实上这只是谣言。最后，对于那些卖掉又想买回来的人，我们应该做一个坦荡分子，看好某个股票就买进，看不好就卖出，而不是盲目跟随市场情绪。

在股市的波涛汹涌之中，我们要选择正视现实，寻找真正的赚钱机会，建立起一套自己的眼光和思维方式，积累经验，方能成为一名优秀的股民，回报自己和社会，在良性发展中让股市更加公平透明。在这里，祝愿大家好运连连，赚得盆满钵满。