Main Rally|May 23, 2026 01:30
Many people criticize me in the comment section, but I refuse to accept it! I'll list my logic and methodology to you in good words, but it's not A few shouts! Nvidia, I remind you to clear the warehouse of $227, but I fell $215 in the past two days!
I would like to reiterate my personal bearish view on the US stock market and Nvidia's core logic:
1. The valuation foam is too big: the total market value/GDP of US stocks reached 223%, far exceeding the Internet foam of 183% in 2000, and the overall foam was serious.
2. Serious deviation in technical aspects: Nvidia's monthly K has been continuously bearish since July 2024, with two consecutive years of monthly line top deviation. The upward momentum has been overdrawn, and good news has been realized, with a phased top approaching.
3. All positive news has been digested in advance: Nvidia's various positive news has already been realized on the market, and the trillion dollar cap building cycle is long, with the main selling cycle lasting several months to a year.
4. Proactively guiding top flight at the national level: Regulatory restrictions on new purchases by mainland users of Futu and Tiger Securities, allowing only sales, essentially imply that mainland investors are avoiding the high risk of the US stock market.
5. This year, SpaceX expects other companies' IPO to have a siphon effect: SpaceX plans to go public on NASDAQ on June 12th, and the listing of a trillion dollar giant ship will drain the existing funds of the US stock market, which may accelerate the peak of the US stock market.
6. Buffett team! The Buffett team is gradually reducing its holdings and clearing out US stocks, currently holding $400 billion and waiting for opportunities.
Core conclusion: Clearing the warehouse, leaving the US stock market, waiting for the opportunity to buy the bottom of Bitcoin.
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