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Posts[Personal Notes] Corporate panic stockpiling triggers 'cybersecurity' essential demand! Away from paper profits and losses, a trader's one-year transformation journey.
Cybersecurity (InfoSec) remains one of the strongest sectors in the current market, and my long positions are still being 'held tight'.
Why is this happening? A speech by the $IBM(IBM.US) CEO yesterday gave the market a direct answer: because companies are now engaged in 'panic stockpiling'. To address AI computing anxiety, companies are frantically buying servers and memory, even diverting funds intended for regular software purchases. Among all software budgets, the only absolutely non-negotiable one is 'cybersecurity'.
This perfectly confirms the point I repeatedly emphasized to everyone five days ago: Please be sure to shift your focus to the cybersecurity sector for the second half of this year. $First Trust Nasdaq Cybersecurity(CIBR.US)
As more and more AI applications are deployed, the resulting security vulnerabilities and attack surfaces become larger. In the digital age, cybersecurity is no longer an afterthought for IT departments; it's a lifeline for businesses. No matter how bad the economy gets, companies dare not skimp on cybersecurity spending because the compensation for data breaches and loss of reputation is far more expensive than SaaS subscription fees.
Look at the market. When AI growth stocks saw a sell-off, the cybersecurity sector not only didn't fall, but one of our leaders established on June 1st, '$A10 Networks(ATEN.US) ', even launched a strong upward attack, having already achieved a '+24.35%' return so far, approaching historical highs. Capital is rotating. Don't just focus on AI hardware. Strong stocks never preset a ceiling. Let the profits keep running.
The leaders on the watchlist are still those few veterans:
Endpoint protection king '$CrowdStrike(CRWD.US) '
Comprehensive giant '$Palo Alto Networks(PANW.US) '
Cybersecurity infrastructure '$Fortinet(FTNT.US) ' and '$Arista Networks(ANET.US) '
But having said that, even if you choose the right track, many people still can't hold onto strong stocks. If you want to become a successful trader, the one who earns tens of thousands of dollars from trading every month, there is one extremely important thing you must do: detach yourself from the results.
Stop obsessing over the paper amount of every single trade. Stop blindly chasing money. The only thing you should focus on is strictly following your system and executing trades that fit your plan. Nothing else matters. As long as you do this, the money will naturally follow.
Bro, to be reborn in the market, you only need one year to cultivate these qualities:
'An Athlete's Physique': Like maintaining regular fitness and long-distance running, providing the brain with the toughest stress-resistant backup.
'A Strategist's Mind': See the underlying logic of capital rotation.
'A Soldier's Discipline': Strictly adhere to stop-loss and entry plans.
'A King's Vision': Look at super cycles from a macro perspective.
'A Farmer's Patience': After sowing the seeds, manage your hands and let the profits run.
'A Poet's Heart' and 'A Monk's Focus'.
Trading is a comprehensive physical and mental practice. See the trend right, maintain discipline, and leave the rest to time!
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Investing from Zero (Andy)
Providing you with the most valuable market information daily, so you are no longer alone on your investment journey.
🏆 Achievements (The only one in Hong Kong):
Cumulative social media followers and supporters exceed 70,000 @ifz_pro / @invest_from_zero
Full-time Trader
5+ times Top Three Winner in Investment Competitions (including global and Hong Kong events)
Single-month return as high as +1100%
Highly praised by professional financial analysts
Involved in Hong Kong stocks, US stocks, CBBCs, Warrants, and ETFs
Five trading day return as high as +453%
Authored the 'Recommendation Preface' for a famous investment book
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