wu fan
wu fan|5月 07, 2026 08:49
The market is full of opportunities. Making money in the early stages is more stable. Jumping into FOMO now, you're likely going to pay the price. I don’t FOMO over those that double in a day, nor do I FOMO over AI stocks that are up dozens of times this year. Even sold off Intel and the like, but honestly, I don’t really care much. I stick to the value I understand— MSTR, CRCL, TSLA, Tencent, etc. (positions over 5%) are enough for me. 'Weak water flows in abundance, but I only take one ladle.' That one ladle is what I need— steady, satisfying, and reassuring. Not afraid of poison, scarcity, or overindulgence. Buffett doesn’t buy $BTC or TSLA, but I still respect him deeply. Because what he taught us is: if you don’t understand it, don’t do it. Stick to your circle of competence.
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