Actually, I am a very cautious short seller, and I need to have strong mental preparation before opening a short position. I can only easily persuade myself to short when it comes to a certain market situation like WTI.

As for U.S. stocks, although I have seen a lot of information in the past few days about funds withdrawing from tech stocks and institutions and hedge funds starting to exit, I still can't muster the courage to short tech stocks.

Even if I really want to short, I would choose to stop before mid-July, mainly because July is earnings season. Starting from mid-July, major companies will successively release their earnings reports, including TSM, TSLA, GOOG, MSFT, META, AMZN, and AAPL, all of which will be announced in the last two weeks of July.

Of course, the most important thing is NVDA on August 26, so although I am also feeling restless inside, I still lack a bit of confidence. I will observe the data more before making a decision.

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