Phyrex|6月 30, 2026 11:00
Actually, I am a very cautious short seller. Every time I open a short position, I need to have a strong psychological construction. Only when the market is very certain like WTI, can I easily convince myself to open a short position.
As for the US stock market, although I have posted a lot of information in recent days about seeing funds withdrawing from technology stocks and institutions and hedge funds starting to exit, I have not been able to muster the courage to short technology stocks.
Even if I really want to short, I would choose to stop before mid July. The main reason is that July is the financial reporting season, and large companies' financial reports, including TSM, TSLA, GOOG, MSFT, META, AMZN, AAPL, will be released in the second two weeks of July.
Of course, the most important thing is the NVDA on August 26th, so although my heart is also in turmoil, I still lack some confidence. I'll take a closer look at the data first.
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