Good night on Tuesday, brothers - May 19th US stock market resumption: a day of differentiation, first stabilize your mentality Brothers, the US stock market closed on Monday. The three major indexes fluctuated: the Dow Jones Industrial Average rose 0.32%, the Nasdaq fell 0.51%, and the S&P fell slightly by 0.07%. The surface fluctuations are not significant, but the overall decline of storage concept stocks and chip sectors has become the most obvious pressure point. The Philadelphia Semiconductor Index fell 2.47%, Seagate fell 6.87%, Micron Technology fell 5.95%, SanDisk fell 5.30%... Big tech stocks also saw mixed performance, with Netflix rising sharply but Nvidia and Tesla slightly retreating. More importantly, the global treasury bond bond yield rose collectively (the 10-year US bond yield rose to 4.48%), and the overvalued technology stocks naturally came under pressure. The overall market sentiment is cautious. The core of today is not the market situation, but the mentality: This kind of differentiation is actually quite normal. It is not a systematic collapse, but a "deep breath" of the market under the pressure of game, inflation expectations and yield after Trump's visit to China. Short term emotions dominate, while in the long run, credit and fundamentals are still important. What we really need to practice is these mentality: Accepting differentiation and volatility in the market is never a straight line that keeps rising. Storage and chip adjustments are just a result of a much higher initial price increase and the release of macroeconomic pressure. A truly good asset often falls out as an opportunity for the patient, rather than a reason for panic. Extending the time scale to today seems like pressure, and looking at it in 5-10 years, this may just be a small episode after another 'weekend panic'. After each periodic increase in yield in history, as long as the fundamentals do not collapse, the high-quality trend will eventually return. Emotions are the biggest opponent, time is the best friend. The 300000 deposit law repeatedly reminds us that it is more difficult to hold on than to earn. When we have money on hand, it is easiest to have an imbalanced mindset. The more volatile it is, the more I have to ask myself - is my position logic still there? Can I sleep in my cabin? Is the credit strong enough? The compound interest mindset always holds that the more chaotic the market, the more fragrant compound interest becomes. Going forward at an annualized rate of 10-15% for 1 million, time will help us gradually smooth out the short-term noise. Brothers, this game is still ongoing, but humanity's real demand for AI, computing power, and new energy will not disappear with just one day of adjustment. By maintaining rationality, calmness, and long termism, we are already more stable than 90% of people. Did you see these adjustments yesterday and still maintain a stable mindset? Should we continue to believe in the trend or reflect on our own position logic? Welcome to chat in the comment section, let's stabilize our mentality together. Maintain good emotions, time will eventually be on our side. ️