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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