《0xzhaozhao's Mid-2026 U.S. Stock Market Reflection and Review》 Looking back at the first half of 2026, many of my views, were quite the opposite of the prevailing market sentiment at the time. May 2026 When the market was all hyped about the light concept, and people thought Nokia still had 5X–10X potential, I mentioned on May 25: ｜Nokia has a potential downside of 50%. June 2026 When everyone was writing long analyses about physical AI, I mentioned on June 9: ｜What really interests me is BlackBerry under 10U. In other words: I wouldn’t buy at 11-13U. I’d rather keep waiting, waiting for 9U, 8U, or even 7U. July 2026 Right before the storage sector started its correction on July 13, I raised a question: ｜Is the CRCL moment for storage about to arrive? The "CRCL moment" here refers to the phase during the OUSD incident, when sudden negative news for CRCL caused a rapid market sentiment reversal. Many times, the most comfortable position is actually waiting for a rebound after the sentiment-driven reversal. ———————————————————— Some people suddenly started dissing my investment skills, but at least in the U.S. stock market, I’m not just a hindsight commentator. I, zhaozhao, don’t run any paid communities. All content is just a record of my personal opinions and not investment advice.