憨巴龙王
憨巴龙王|Jul 17, 2026 11:08
Anyway, I've said it many times before—hot stocks will keep swinging back and forth as long as there’s no major change in fundamentals. So when storage drops sharply for 2-3 consecutive days, you can start buying in batches. This isn’t $ETH, so it’s less likely to enter a death spiral. But to avoid black swan events, try not to go all-in with too much capital. My bro Anthony just asked me why I always seem to make money no matter what I play. Honestly, I’ve told him many times before—everyone knows when to buy. I advised him not to go too heavy, but he said I was being too timid. When I missed out before, others encouraged me, saying, ‘Being indifferent while watching others make money is also a skill.’ The truth is, there are plenty of opportunities. I think my biggest skill might actually be this—I’m really good at tolerating missed opportunities. Going light on positions has its perks. If you’re heavily invested and get stuck, you’ll lose your rationality and mood. A lot of decisions end up being mistakes. In other words, with SK Hynix and SanDisk’s K-line, who wouldn’t make short-term gains with a bit of patience? It’s only when you’re stuck in value investing that you feel lost—either frustrated or scared.
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