涨了再说
2026.03.10 09:03

The software stocks in the cloud sector have been absolutely surreal this round:

Figma and Unity just took off today, and as a front-row spectator, I always feel like missing out is my constant shadow.

PANW and Adobe, these two big players, have been a bit weak lately. Whatever, I'm holding with the mindset of 'the clouds gather and disperse'—let it rise or fall as it may.

I have a small position in PATH, and seeing huge volatility like Unity's just makes me want to laugh and cry. Writing code is nowhere near as thrilling as trading stocks. 😂

In this tech stock market, you hold and it doesn't move; you sell and it rallies. In the end, the most people are just along for the ride.

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