--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42988027.md" description: "Buy the ones that have dropped more; the proportion of many small-cap stocks now is ridiculous. But the drop in the last two days has been very small. Do you really think all stocks should follow the crypto market? (No sarcasm intended) Should they all be cut in half again? If we cut them in half from current prices, I'd really have to mortgage my house, seriously.The recent few days seem to specifically target storage semiconductors, optics, i.e., tech sectors. We've talked about these many times before. The drops in other sectors are really quite small after the previous decline. Except for those emerging ones And regarding those emerging ones, I haven't participated at all!!! I watched them rise and fall but didn't dare to touch them; it's too similar to that space sector wave.!!! Whether it's storage or optics, the only one I might have touched is TSMC.Cold/unpopular stocks really haven't moved at all. If there were a crisis, they should have dropped, but unpopular stocks didn't move. They stayed at the original price, even went up slightly.I've always said, you can search for it: tech and other emerging things move with the broader market. When the broader market drops, these definitely follow.The broader market has a baseline price. If you check, many stocks stop dropping once they reach a certain level. Everyone knows these are cheap chips.Say it bluntly, whether big caps or small caps, they all have a baseline price. That's why I hate technical analysis. Many things just stop moving when they hit the bottom. Where does all that analysis come from? Individual stocks just follow the broader market.$Invesco QQQ Trust(QQQ.US)This thing is still pulling back. If technical analysis were useful, wouldn't it point out this specific level? Many people pointed out levels these past two days, right? Around 640, the 200-day moving average.You can totally wait, there aren't many days left, right? The rate hike meeting.Those ghost stories really are like I said before, more like triggering some quantitative mechanism. Trump is also behind OOC. Plus the rumors of rate hikes. Most importantly, won't the result come out on Thursday? I've looked at all the big shots' technical analysis. For the broader market, it's not far from your predicted levels.The more it drops these days, actually the better. It's crashed hard, so if I add in later, won't I make more money? I haven't seen stabilization either, so I'm not adding yet.You can try my method. Previously mentioned putting a certain amount in the account, maybe I'll use it all up, so I just put less in, right? You put it in HK cards or US cards, don't they earn interest? If I can't control my hands... I know my personality, so I do it this way.Sigh, I fully understand various good and bad opinions. The recent situation is indeed unmanageable. Like domestic ones. If you say new things were created domestically while the outside falls, but in fact, domestic markets are also falling. It's not a one-sided drop where only here is falling, so what's there to fear.. $GloryView(301396.SZ) and $TWSC(001309.SZ) I took a look, this ratio is really scary, completely out of control. Everything that went up in a short time has come back down." datetime: "2026-07-28T11:03:21.000Z" locales: - [en](https://longbridge.com/en/topics/42988027.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42988027.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42988027.md) author: "[彩子](https://longbridge.com/en/profiles/19338703.md)" --- # Buy the ones that have dropped more; the proportio… ### Related Stocks - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [301396.CN](https://longbridge.com/en/quote/301396.CN.md) - [001309.CN](https://longbridge.com/en/quote/001309.CN.md) ## Comments (24) - **GG_LuLu · 2026-07-31T06:12:42.000Z**: Three earnings reports in one day. I lost so much money yesterday. - **Candy.l · 2026-07-28T14:04:32.000Z**: Didn't expect the Little Rocket and Satellite to drop so much today too - **彩子** (2026-07-28T14:06:14.000Z): There was a launch of asts on August 5th - **复利游戏 · 2026-07-28T13:46:57.000Z**: Cai Zi, I'm crashing. - **金钱龟龟 · 2026-07-28T13:10:38.000Z**: The most dedicated blogger - **跳水冠军特斯拉 · 2026-07-28T11:56:10.000Z · 👍 1**: Spatial stocks RKLB, ASTS seems to be bottoming out at low levels - **彩子** (2026-07-28T12:00:15.000Z): Launches from August 5th to the 13th - **被包养的理查德 · 2026-07-28T11:37:14.000Z**: Bro, you forgot that SpaceX and aviation have been falling continuously 🙄 - **彩子** (2026-07-28T12:00:39.000Z): So I said, this storage wave is very similar to this one, but the only difference is that those two 'second and third brothers' seem to have risen, while the 'big brother' is being targeted. Space. - **被包养的理查德** (2026-07-28T12:33:10.000Z): Because they are all targeting Old Ma himself, coordinating a short attack on him to shut him up 🤣🙄🤪😤 - **热狗 · 2026-07-28T11:31:01.000Z**: Panicking and wanting to cut losses, what should I do? It's falling so hard. - **彩子** (2026-07-28T11:33:22.000Z): As long as the principal hasn't been lost, withdrawing now feels like a good move. Let's wait until that meeting on Thursday ends, otherwise. - **Tartaglia · 2026-07-28T11:17:21.000Z**: Hello, trying to pad the word count? - **彩子** (2026-07-28T11:33:41.000Z): 😂🥲 I just wrote whatever came to mind. - **Tartaglia ** (2026-07-28T11:37:23.000Z): The stock god has become much more low-key. - **Candy.l · 2026-07-28T11:11:23.000Z**: Oil prices fell, and the broader market couldn't recover. - **彩子** (2026-07-28T11:12:48.000Z): Robots are smarter than humans; they are all waiting for the Thursday meeting to conclude. That day also reflects the view mentioned before: you could take out $1,000 to test it—$500 on a long positio - **彩子** (2026-07-28T11:13:07.000Z): And, as I said, they absolutely ran the domestic data, and not just for one or two years, but definitely ran the data from the time of the financial crisis. - **Candy.l** (2026-07-28T13:40:23.000Z): Yes, the quant and differentiation are different this year. - **三思又三思 · 2026-07-28T11:06:30.000Z**: Rocket Lab and ASTS, innocent victim - **彩子** (2026-07-28T11:08:28.000Z): No choice, pulled the broader market. If it weren't for that June incident, this month would basically be like this. Brutal selling, really. The broader market is still falling; considering buying bac - **三思又三思** (2026-07-28T11:20:50.000Z): The broader market is sweeping everything up, there's nothing to be done. With so many positive catalysts for the 'little rocket' recently, it will rise quickly. - **元首的交易员しき · 2026-07-28T11:06:27.000Z**: You're so productive every day. Thanks for your hard work. - **彩子** (2026-07-28T11:07:34.000Z): 🫪I hope I'm not this idle... I'd rather have something to keep me busy.