交易禅师

Stop playing with US stocks, you're not good enough. These aren't Duan Yongping's exact words, but his recent moves have been quite embarrassing. Duan Yongping is taking delivery, Goldman Sachs is flipping long, and Intel is surging. Meanwhile, you're still on Twitter watching bloggers argue about whether storage has hit its peak. Let's review what happened last week. Duan Yongping synced his operations on Snowball: selling Micron's put to take delivery, preparing to sell Tesla and SpaceX's put, increasing his holdings in Google, considering adding to Berkshire Hathaway, and directly buying Pop Mart, saying he won't sell for ten years. Goldman Sachs raised its target price for Google to $440. Google had just fallen 4% the day before due to its $205 billion capital expenditure, with everyone shouting 'they've burned through all their money.' Goldman countered, saying there's still 23% upside. Intel's earnings report last night exceeded expectations across the board. The stock has risen 160% this year, after being beaten down 33% in the middle, with many on Twitter saying 'it's outdated, don't touch it.' Then it slapped everyone in the face with its earnings report. Smart money is taking advantage of retail investors' panic to build positions. You see a post on Twitter saying 'storage has peaked,' you like it, retweet it, and even cut your losses. At the same time, Duan Yongping is selling puts on another screen to take delivery. Your chips, his bullets. In every market cycle, there's a stage like this: retail investors are arguing loudly in the comments, while smart money is quietly picking up bargains. By the time retail investors finish arguing and discover the stock price has risen 30%, they'll be the ones helping smart money make a profit in the next round. That's what's happening now. You can keep watching bloggers argue on Twitter, or you can stop for a second and think: Duan Yongping is buying what you're selling, Goldman Sachs is going long on what you're panicking about, and Intel is surging on what you're looking down on. If you're doing the opposite in all three cases, maybe you should rethink whose judgment is flawed.