TraderXiaoshuai

Stored it for three days twice while riding a roller coaster—are you still chasing the rally and panic-selling?
After looking at the storage sector again, I couldn’t help but smile and think about what we experienced in US stocks this week—let’s review.
Last Sunday night, SK Hynix’s Korean shares crashed 15%, triggering a circuit breaker; before the US market opened, storage names all collapsed, and a bunch of people cut their losses in the group chat.
Early Tuesday morning, CPI at 3.5% came in far below expectations; IBM plunged 25% and said plainly that customer budgets were shifting toward

People who are truly financially free won’t block an account just because of a few negative Chinese reviews and switch over to English.
Real veterans who earn their living from trading—after getting liquidated, they come back to review and reflect, not to curse the entire Chinese community.
Sigh.

How should we put it? Is Nvidia at the best bargain-hunting timing???
Back then, at this time, its stock price later surged by 100x.
As the world’s most profitable AI company, it is now being sold off at the cheapest price in 11 years.
Compared with how much money it can earn in the next year, Nvidia’s stock price is now so cheap it’s at the lowest level since 2015. The last time it was this cheap, its stock was at $30—rising from $30 to now, up by 100x.
This company holds 92% of the global AI chip market; its data center business has doubled year over year, and orders are booked out to next y

Crypto world: public opinion has seen the true face
The crowd watching the drama has been pressuring Gate these past couple of days anyway.
But why are a few “teachers” who often post on Gate also pressuring them?

Morgan Stanley just said last week that storage = silver, sell quickly.
SK Hynix this week on Nasdaq
made the largest foreign company IPO in history.
If storage has truly peaked,
why would the world's second-largest storage chip giant choose this time,
in the most expensive market of US stocks,
to do an IPO larger than Alibaba and Saudi Aramco?
Is it afraid of having too much money and wants to lose some?

BTC 150x long position, take profit first.
This wave of BTC has entered the profit-taking zone. Continuing to chase, the risk-reward ratio is starting to worsen.
Opened a MU long position last night. The logic is based on two points:
First, MU is a core play in the storage theme. The cycle for AI servers, HBM, and DRAM is not over yet.
Second, the price has dropped from highs to this level, and short-term panic has been released to some extent. It's okay to test with a stop loss.
If 900 holds, MU here looks more like a dip-buying opportunity after the storage theme pullback.
If it breaks below

Should I draft it?
Why does all my BTC start with 5?
Quickly take a lick—accumulate more big pie in spot.

Thanks to this decline.
Because every ten-bagger is discovered during a crash.
It sounds like motivational talk, but if you look at the history.
Nvidia fell 66% in 2022, from $330 to $108.
When it was dropping, everyone was saying "Crypto crashed, no one wants GPUs anymore."
Two years later, it rose to $3,000, a 28x increase from its lowest point.
Tesla dropped from $400 to $100 in 2022, a 75% decline.
When it was falling, Wall Street was still betting on when it would go bankrupt.
Three years later, it’s at $350, a 3.5x increase from the bottom, and a 23x increase from $15 in

The real opportunity in the U.S. stock market.
Money from GPUs flows downward, passing through storage, optical communication, power infrastructure, cooling, and physical AI. Each layer's money flow causes the corresponding company's performance to turn around.
The chip layer has already been priced very fully. Nvidia's market value is 5 trillion, Broadcom is nearly 2 trillion, Marvell is two to three hundred billion. Finding a 10x in this layer is extremely difficult.
Storage is being priced in. DRAM contract prices have increased by 58%-63% month-over-month, NAND by 70%-75%, and Micron

Micron is finished...
Just now, my wife's best friend, an experienced Xiaohongshu user and a master of chasing gains and cutting losses,
told me, $MU , she bought in all-in, becoming the most valuable stock in her portfolio.

Domestic friends' conversation about Sam's & Tesla
1. Finished shopping at Sam's at 5 p.m., only found their Tesla at 6:30 p.m.
2. Sam's parking lot is just a Tesla showroom.

The best investment method for ordinary people
is not to buy individual stocks, only buy index funds, preferably only buy Q

I'm amazed!
Using Claude's latest model to write the 2026 college entrance exam essay
What score would you give for this quality?