--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42834692.md" description: "In the context of Cloud Factory and Apple seeing slight declines, if the broader market stabilizes at 7488 and does not break below.It should be that the market is trading a super oversold rebound in storage + Google's earnings report shows capex still growing very fast (there might be some leaked news).So the judgment made on Monday that storage would have two days of decent performance was correct.Uh... hopefully there are no surprises in the earnings report.Wait for tomorrow's Korean stock market to confirm whether it returns above 2 million... If so, then it basically reverses.SPX 7488 7488 is very important" datetime: "2026-07-21T15:21:35.000Z" locales: - [en](https://longbridge.com/en/topics/42834692.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42834692.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42834692.md) author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)" --- # In the context of Cloud Factory and Apple seeing s… ### Related Stocks - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md) - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md) - [PSQ.US](https://longbridge.com/en/quote/PSQ.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [SPXC.US](https://longbridge.com/en/quote/SPXC.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) ## Comments (41) - **Kerry Yee · 2026-07-22T06:25:07.000Z**: Brother Steel, Hynix broke below 1,900,000 again this afternoon.... Does this confirm the short-term rebound has failed, or do we still need to wait for Google's earnings report? - **风风 · 2026-07-21T18:40:19.000Z**: Will it reverse without breaking 7488? - **Nix · 2026-07-21T18:03:22.000Z**: Two earnings reports on Wednesday, will it pull back? - **coco琦琦 · 2026-07-21T17:45:28.000Z · 👍 1**: 7488 won't break today, but will break later; it's a rebound, not a reversal. - **子尤1003 · 2026-07-21T16:18:14.000Z**: Post a thread if you have any moves 😀 - **百胜喜湾 · 2026-07-21T16:13:25.000Z**: I have a 70% position in Google and lost 15 points. Should I liquidate, bro? - **钢铁纪律** (2026-07-21T16:14:59.000Z): The earnings report still has fluctuations. But clearing your Google position now is a bit like what you did with the storage sector on Friday. At the end of the day, it's because the position size wa - **NAKIN · 2026-07-21T16:04:14.000Z**: Thanks for the psychological massage, boss. I've already sold my DRAM at a suitable price point. With earnings season approaching, making some profit is much better than holding onto losses. - **坤坤的交易员 · 2026-07-21T16:01:38.000Z · 👍 1**: Google's people said there's no problem, it all depends on Wall Street - **艾米丽 · 2026-07-21T15:49:05.000Z**: Bro, is today considered a volume-driven rally? It feels like institutions already knew about Google's earnings; otherwise, why did they start pumping the semiconductor hardware sector two days early? - **艾米丽** (2026-07-21T16:08:41.000Z): But it's strange that Apple is also rising; the demand for capital to seek safe havens is still very high. - **韭菜领域大神 · 2026-07-21T15:35:41.000Z**: Bro, can we short Apple at this level? It has absorbed too much safe-haven capital from the semiconductor sector, and its PE ratio is currently at a historical high. - **钢铁纪律** (2026-07-21T15:42:37.000Z): I shorted two relatively large positions this year. The first was in January, where I made a good profit on silver. The second was shorting SNDK, which resulted in a loss of 4,000 to 5,000 in April. S - **Helius91 · 2026-07-21T15:33:43.000Z**: Bro Tie, is there still a chance for me to get into MU? - **钢铁纪律** (2026-07-21T15:34:39.000Z): There are so many opportunities that you wouldn't dare to buy. - **Helius91** (2026-07-21T15:46:28.000Z): After cutting losses on Friday, I regret it so much. Should I continue to stay in a short position and wait? - **钢铁纪律** (2026-07-21T16:10:47.000Z): Why cut losses on Friday? - **With51 · 2026-07-21T15:33:34.000Z**: Thanks for sharing, bro. - **我爱炒稀饭 · 2026-07-21T15:31:50.000Z**: Thanks for sharing, bro - **Lyv · 2026-07-21T15:29:37.000Z**: Discipline Bro, would it be better to sell Google earlier? - **钢铁纪律** (2026-07-21T15:30:47.000Z): Not sure about your position size - **Lyv** (2026-07-21T15:31:29.000Z): Just bought for $1.2k. - **Juang** (2026-07-21T15:42:31.000Z): What else is coming out? - **一定要稳 · 2026-07-21T15:26:16.000Z · 👍 1**: Steel Bro, is the January call for Google still available? - **钢铁纪律** (2026-07-21T15:29:13.000Z): In - **时来运至 · 2026-07-21T15:25:25.000Z**: Bro, Dizi is around 1550. It didn't reach 1650 tonight. Should I reduce my position? Or should I just ignore it once the broader market stabilizes? - **钢铁纪律** (2026-07-21T15:30:22.000Z): The broader market must not break below 7488 - **时来运至** (2026-07-21T15:31:12.000Z): Okay, finally seeing the light at the end of the tunnel. - **一夜暴富888 · 2026-07-21T15:25:12.000Z**: It's like this at night, I don't dare to get on the car, scared - **钢铁纪律** (2026-07-21T15:32:02.000Z): Entering a position is generally done when key support levels hold or key resistance levels are just broken through. - **长期主义时间会给答案** (2026-07-21T15:46:59.000Z): It still needs to go back down for a test. - **能改变吗 · 2026-07-21T15:24:37.000Z**: Wait - **inuchan · 2026-07-21T15:24:26.000Z**: Bro, how do you view Google's earnings report? - **小陈发发** (2026-07-21T15:25:04.000Z): Not out, how to look - **inuchan** (2026-07-21T15:25:38.000Z): There is some news regarding capital expenditures. - **钢铁纪律** (2026-07-21T15:35:09.000Z): These are all analysts' expectations