不奋东西
2026.07.06 23:30

Farewell, Ronaldo!

The more critical the moment, the more you must avoid giving the opponent a free-kick opportunity in a key position. The game is almost over, after fighting for 90 minutes, the players' concentration isn't as sharp.

Bernardo Silva tried too hard, which ended up killing the game that could have gone into extra time.

The underlying logic of AI isn't visible. But what goes up must come down. Following this trend, $Sandisk(SNDK.US) the puts I sold at 1700 and 1750 this week are looking a bit risky.

$Micron Tech(MU.US) The calls at 1070 and 1100 are also a bit risky.

Fortune favors the bold!

Went to sleep with about 20,000 in profit, woke up to a loss of 600.

Mainly due to the retreat in the storage sector, and that disappointing $Microsoft(MSFT.US)

caused by the bottom-grinding $AST SpaceMobile(ASTS.US).

One mistake requires more work to make up for it.

$AMD(AMD.US)

For now, it's safer to adopt a rental collection strategy. A stable source of income.

China's A-share market is about to enter earnings season. Judging from performance, technology is irreplaceable, but capital chases profits. I still firmly believe technology is the main track, but we need to observe how it will adjust and not attack blindly.

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