看不懂的SOL
看不懂的SOL|6月 29, 2026 08:11
1/Why do a lot of people in Tiktok and other major media look empty every day? The answer is simple: they are not aware that they are living in an information cocoon. This is especially true when it comes to the United States, the US stock market, and the Nasdaq. Assuming that 2000 things happen every day in the United States, 1000 good things happen, 1000 bad things happen. But for some reason, you can only brush up on those 1000 bad things every day. After a long period of practice, you will form a firm understanding that the United States is doomed no matter from which perspective it is viewed, and so is Nagi. If a bearish person calmly thinks about it, they will find an awkward fact: 99% of the reasons they are bearish on Nasdaq are pushed by their phone. Buffett hoarded cash at lunch, Rogers cleared US stocks after dinner, Leo warned of collapse when fishing, and big short said AI foam was huge before going to bed. But have you ever thought: why are these news stories pushed to you? Who pushed it? Why did they push it to you? Why can't you see the opposite viewpoint? This is not conspiracy theory, it is the instinct of algorithms and attention economy. Bad news is naturally more effective in retaining people than good news. I'm not saying that the US stock market won't fall, and the Nasdaq has no risk. What I want to say is: if all your bearish reasons come from the same information source, then you are not investing, you are being fed. 6/True investors will take the initiative to look at the other side. Look at employment data, corporate profits, financial reports, Federal Reserve data, and long-term capital flows. Instead of just watching the big V shouting 'crash' in short videos. The scariest part of an information cocoon is not making you wrong, but making you feel like you're right. Every video you come across reinforces what you already believe, until you place your position and emotions on a single judgment. My configuration strategy has not changed: core positions are given to S&P 500 and Nasdaq 100, exchanging time for space. It is not because I am blind to the United States, but because I know that I cannot make a correct judgment by Tiktok push. If you also find that your recent bearish reasons are all based on what you heard in short videos, you may want to stop for now. Close the recommendation page, take a look at the raw data, and read the opposing views. In the end, investing is not about who can see more accurately, but about who can better recognize the boundaries of one's own information. Only those who can see a more real world are worthy of earning long-term money.
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