Selling Nok Previously, Shage established NOK positions at prices of 13, 15, and 16. Value investing masters say that once you have identified intrinsic value, do not stop losses. And the technical expert said: if the trend line has gone bad, stop loss is necessary. Why did that silly guy buy it? 1. Nvidia Investment has verified its scarcity. 2. It has a quadruple narrative of Inp scarce production capacity, Ai Ran, scale out, and domestic supply chain in the United States, as well as vertical integration capability of the light layer. 3. The production capacity of InP PIC (photonic integrated chip) is skyrocketing by 10 times. At present, it only accounts for 15% of the total revenue. Although the blood is impure, it can also lead to a doubling of the total revenue in the future. 4. A series of major events of expansion and cooperation have confirmed the expectations for the future. 5. The total market value was low, and the potential of AI semiconductors was strong at that time. In summary, the above buying logic, In fact, when overestimation is clearly calculated, the gambling sentiment continues. At that time, it was also an experimental rhythm to search for FOMO in the US stock market. Therefore, the position was strictly controlled. Afterwards, when market sentiment subsided According to the operating habits of the cryptocurrency industry, Shage cleared half of long tail tokens like Nok at the age of 15. Silly guy doesn't like long tail tags Why haven't they all been discarded? Because Silly Brother discovered that Forward EPS is still undergoing repairs Silly brother wants to reserve some positions and verify his buying logic And correct the fast running style trained by my own counterfeit currency. After a few days, silly brother asked himself: Is the logic of self buying still valid? Some are still established. Some have not been established, and the whole AI semiconductor has been filled with foam, especially the long tail. Is there a better option? Yes, there are a lot of them. Silly brother realized that at this point, mega7 already had better potential than optical modules like Nok. So I cleared the warehouse at position 12 a few days ago. This is the practice of buying and selling long tail targets intentionally set by silly brother Fortunately, the underlying principles of investment are interconnected There is a significant difference in the rhythm between FOMO and FUD. I will become more proficient in the future.