交易禅师

I still remember when Micron's stock price soared to $1200 at the end of June, and I said on social media that it was time to clear out storage stocks, that there was no hope left. At the time, I was serious, but my words sparked a lot of backlash and ridicule. Some people said I didn't understand the market, that the storage cycle had already been broken by AI, and that I was still thinking in old frameworks. Some even sent me private messages saying that with my level of expertise, I shouldn't be speaking out and embarrassing myself. But now it seems that my judgment at the time wasn't entirely wrong. From the day I said to clear out storage stocks, Micron's stock price has fallen by 33%. SK Hynix's stock price surged 13% on its first day of listing, but then plummeted, even breaking below its issue price, and causing two trading halts in the Korean stock market. SanDisk's stock price has fallen by nearly 40% from its peak. The entire storage sector has officially entered a technical bear market. I'm not saying I'm a prophet or anything, I just want to say that in the investment market, nothing is certain. Everyone is waiting for the next bull market, but no one knows when it will come. So, what we need to do is stick to our own judgment, bravely express our opinions, even if that means facing ridicule and opposition. The current storage market is indeed facing a lot of uncertainty, and no one knows what the future holds. But one thing is certain: we need to stay calm and clear-headed, and not be swayed by market fluctuations. Only then can we make real judgments and find real investment opportunities.