What should we do with U.S. stocks in August to land safely?

The disparity in this world is like the gap between people being as vast as the Pacific Ocean!

For example, with the recent market volatility, PLTR has shown such strong growth. Generally, a company that can maintain an annualized revenue growth of over 40% is considered exceptional.

In the tech sector, such companies eventually become giants, and PLTR has managed to sustain annual revenue growth of over 80%. Yet, despite this, there are still naive investors who insist on shorting it, claiming it's a bubble. The only bubbles are in beer. Remember, in the mature U.S. market, whether something is a bubble isn't something a retail investor can judge.

Some influencers with large followings are even leading the charge to short it. I wonder if they've ever actually invested in U.S. stocks.

There are plenty of companies with stellar earnings reports, but because they've risen significantly, institutions nitpick and drive the price down to accumulate shares later. Instead of focusing on these solid companies, they stubbornly go head-to-head with the world's most outstanding companies.

Other influencers use AI to churn out pseudo-professional articles, posing as experts, constantly hyping Circle and Figma. Their content is clearly AI-generated nonsense, yet many people believe it and rush in without realizing it's a trap.

Recently, the market has been fraught with risks. Some companies are riddled with red flags, yet many investors dive in with a "I'll sink or swim with the company" attitude—more confident than the CEO.

It's worth noting that the U.S. market has many strong companies. Institutional risk controls often prevent them from investing in junk stocks; they'd rather pay a premium for quality than gamble on cheap trash.

Only naive investors, misled by influencers, end up holding the bag.

So, I think the reason many retail investors lose money—and lose big—in U.S. stocks is their failure to grasp a fundamental truth: the U.S. market has been in a bull run for decades. Yet, they easily turn bearish and put real money on the line. It's astonishing. Even hedge funds can get wiped out shorting—how much more so a retail investor?

Others love to buy the dip. The moment a stock crashes, they get as excited as seniors at a supermarket egg sale, rushing in only to get trapped. Once trapped, they feel at ease, sleeping soundly as if everything's fine.

But when they buy a top-performing stock, they grow anxious, restless, unable to sleep, and eventually sell it off in the middle of the night—only to regret it later. Then they go back to buying the dip and getting trapped again.

Do you have friends like this?

Investing is mentally demanding. Many people won't watch a 10-minute video but will believe a few lines on Xiaohongshu claiming a stock will rise. Isn't that the height of irresponsibility?

Look at top YouTubers—their videos are at least 10-20 minutes long, and that's already catering to viewers. There's so much more to unpack.

But people instinctively avoid things that make them think. If this habit keeps you from making money, maybe the habit itself is the problem.

Investing is a marathon requiring patience. The market is highly risky right now, and August hasn't been kind to U.S. stocks, yet many still want to buy the dip.

If you're going to buy the dip, at least target larger, fundamentally strong companies—not those with earnings bombs. What, are you and the CEO blood brothers? Do they need your few thousand bucks to prop up their stock?

Cut the reckless moves for now. When the market turns, it'll let you know—and you'll soar.

2025 is bound to be a volatile year, requiring full digestion of the gains from the past two years. This demands even greater personal discipline, so plan your portfolio management carefully. Those who can maintain strict discipline are welcome to join our community.