灯塔说|7月 03, 2026 04:15
Many friends got to know me this time
And follow the subscription
There have been more private chats between me and others
Mainly because of the real and seamless synchronization of my trading logic and ideas
Starting from Monday, we will remind the good news of non farm ambushes and plan ahead for long positions in cryptocurrency and gold
Continuous updates can be traced back!
The US stock market announced on Hynix that it will be listed on the Nasdaq on July 10th, and there has been a correction in the overall market
Considering the negative impact of the non farm dollar on technology stocks
Selected 1150 to short Micron (diluted premium impact of Hynix listing)
On Wednesday, Walsh's sudden pigeon speech fulfilled the good news for non farm farming ahead of schedule
Let the market move out of the long position ahead of schedule
But Thursday's sharp drop in non farm payroll data also solidified the certainty of Walsh's statement that inflation has decreased
On Thursday, due to the impact of Meta selling excess computing power, storage prices fell again, but the cloud vendors of the seven major US stock companies managed to hold up
Through comprehensive comparison, it is reminded that the reason for going long on Microsoft MSFT is that its valuation space is larger
The answer given by the market is indeed a counter trend upward trend.
Last night before going to bed, watching the US stock market accelerate its decline in the late trading session, Corning, which had been waiting for an opportunity to buy, gave it a chance of 193
After calculating, the high point has rebounded by 40%, which is very important for a glass substrate that Nvidia Investment values and is crucial in optical modules
This callback is very attractive
Reminder for picking up corpses and receiving plates
This series of smooth operations is not for showing off, but for recording transactions with logic and ideas
Not blindly following
Blindly following the wind and rain without a sense of security, not knowing what to do with the ups and downs
Nowadays, AI tools are so user-friendly that through multiple AI exchanges, you can obtain information that you can refer to by understanding what you want to know
Once again, I would like to reiterate that the above is neither showing off nor impressive. I am still continuing to learn and will not post any stickers here. Almost all of the previous posts have been synchronized
Please subscribe and interact with those you like, and encourage me to post more articles (I tend to be passive and slow to become popular, and I don't like to take the initiative to speak up)
Thank you for watching the excitement
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