CycleProfessor

Damn, damn it… I’m wrecked
Finally, it stopped falling
Go out and get some fresh air
Getting beaten up again at 9 p.m. 🫠🫠🫠

A desperate drop
In the short term, there’s basically no sign of it stopping
Numb, numb, numb
Funds are sinking
Semiconductors are dropping
The “Seven Sisters” are dropping
A-shares are dropping
Hang Seng Tech is dropping
Dividends are dropping
Bitcoin is dropping
Gold is dropping
Nasdaq 100 is dropping
The S&P 500 is also dropping
The July “rampaging bull market” the teachers promised was just a pullback
How does this pullback look even more terrifying than a bear market? 🫠🫠🫠

Hang in there
Let nobody laugh at anybody else
The down payment on a house is gone
Buying Moutai, you’ve been underwater for five years
Anyone who chased high on buying Bitcoin got cut in half
Gold is supposed to be a safe-haven asset, but even wars aren’t safe anymore
The subscription for Musk’s spacex is already trading below the issue price
The memory with “2x contracts” that are always short on storage got liquidated
A-share tech bull market also cut down all the self-media people
Because you’re always envious of the people around you who invest and make money
Because you’re always rushing

The subtext of Google Gemini 3.5 Pro delivering below expectations is: do we still need to increase the budget to buy computing power?

Young people in their 20s and 30s in South Korea were directly wiped out in this downturn—nearly four hundred thousand accounts. The number of liquidations was close to four hundred thousand, and their principal was completely zeroed out overnight.
Actually, you’d think: don’t these young people really understand the risks of leverage?
They do. But in an atmosphere where everyone is going crazy chasing overnight wealth, even if you’re rational, seeing the guy next door buy yet another car every day—who wouldn’t feel itchy?
What people fear most isn’t having no money—it’s watching someone who’s

$dram bought a month ago is deeply underwater.
Pre-market today it fell another 4%.
It’s already down 50% from the high point.
It feels like DRAM has already exited the bear market pattern.
After the double top formed, people keep calling for a short-term pullback.
During the selloff, every rebound fails to break above the previous high.
The profit-taking institutions that bought earlier are clearly exiting.
Only we late-momentum chasers who believe there will always be a shortage of storage/inventory are left behind.
Shivering in the cold wind!
Only after getting trapped ca

I’ve never been a fan of Musk.
Because every asset I’ve had exposure to through him has lost money.
He’s a risk-taker.
If you follow him, you need to be the kind of person with a very strong appetite for gambling.
To get outsized returns, you have to invest in him when he’s at his most lonely—
and obviously, that probability is very low.
So you can only go looking for the next Musk.
And when he’s already succeeded,
buying his company is pretty much like pitching in for him!

Baijiu has always been a very good business,
and Moutai is the best company among baijiu makers.
1. Extremely addictive
3. No need for heavy capital investment
4. Extremely strong brand moat,
no matter who is in charge of sales, it works
5. Stable shareholder dividends
6. The longer the liquor is aged, the more valuable it becomes
The only thing is that it is affected by the broader environment of the consumption cycle.
In the A-share market, there is no business model better than Moutai.
Of course, I don’t deny that A-shares are more suitable for speculation and trading.

In 1987, Warren Buffett made a massive bet on Coca-Cola at the bottom, simply because he had finally waited for the long-anticipated crash. He had been watching the stock for a long time but had always found it too expensive. It wasn't until 1987 that Pepsi sparked a price war, putting pressure on Coca-Cola's stock price. Then, on October 19, the "Black Monday" crash erupted, with the Dow plunging 22.6% in a single day. Coca-Cola plummeted about 20% and hovered near the bottom, consolidating. That was the sweet spot he had been waiting for. By the end of 1998, the market value of this investme

I've noticed a strange thing
People with a monthly salary of 10k
study K-line charts daily, buying and selling frequently
Those with net worth over 10k
consistently buy ETFs
Who truly understands investing?

People in the crypto space experience an 80% asset shrinkage every few years
They are the most resilient when facing highly volatile U.S. stock market conditions
They also bet the most aggressively in probabilistic gambling games
I am also thinking
About those who can truly achieve a compound annual growth rate of 20%
Is it that
They naturally avoid assets that have high drawdowns
Crypto people really make money only through their own insight and luck

Make no mistake!
Today is the perfect buying opportunity for US tech stocks, with a rebound set to last for several days.
The core leaders are the NVIDIA supply chain, semiconductor materials, storage, and computing power supply chain sectors that rebounded first today!
Before the weekend, you'll come back and thank me.
Come in and verify!

Because social media is highly developed and widely spread,
all financial instruments have effectively had leverage increased.
A bad piece of news will make assets fall rapidly,
and a good piece of news will also make assets surge quickly.
Coupled with various quantitative methods and insider information,
the complexity of short-term trading—and the probability of losing money—have both increased.
All analysis is built on a set of assumptions made by individuals.
Only your own profit and loss is the best answer.
Buy when no one is paying attention, sell when the crowd is buzzin