---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43056236.md"
description: "Although this pullback resulted in a significant drawdown, I adjusted my positions over the past few days and actually increased my number of holdings... It's somewhat of a psychological comfort... Hoping the market hits bottom and rebounds soon... The key is to watch the earnings reports... Most investors' tolerance levels are likely near their limit... Personally, I think the bottom and rebound are not far off..."
datetime: "2026-07-30T00:55:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43056236.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43056236.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43056236.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

# Although this pullback resulted in a significant d…


## Comments (7)

- **顺创投资 · 2026-07-30T01:51:07.000Z · 👍 1**: These past few days have seen low opens and high closes, with strong long-side momentum $Sandisk(SNDK.US)
- **财不入急門￥ · 2026-07-30T01:05:07.000Z**: Did you add Micron and SanDisk again, bro?
- **新手小吴 · 2026-07-30T01:03:52.000Z**: Has SanDisk switched to SK Hynix, bro?
  - **顺创投资** (2026-07-30T01:13:36.000Z): No, I adjusted my position and bought it back. I don't recommend SK Hynix; it did indeed oversell, but the earnings report wasn't great, so I'm not sure how much impact it will have on the stock price
  - **新手小吴** (2026-07-30T03:20:51.000Z): But I think HBM has a deeper moat as a non-standard storage product.
  - **顺创投资** (2026-07-30T03:31:24.000Z): Long-term holding is fine, but it's hard to say for the short term.
- **锡晒距 · 2026-07-30T00:58:00.000Z**: Last night it looked like a bottom, but in the last half hour, Trump shorted it. It will likely drop another 50%...