Bear Hunting Diary SMCI pay attention to bottoming out and start building positions
Bear hunting diary Limited ammunition, must have patience, only shoot after ensuring a safe distance.
Thursday scmi is ready to fire.
Quote of the day:
Writing can bring order to your chaotic thoughts.
It can also help bring order to other people's thoughts.
Writing in a diary can liberate your mind.
Writing on social media can liberate the world.
Wolf King increased position, I trust the Wolf King's judgment, bought 30 units just to have a watchlist trading signal FNGU position, trying 2 units. At least it's affordable. Following tlsa with 20 units is a bit late. Better than nothing, not very meaningful.
amazon is slightly high now, wait for 186 to add position
SCMI added 50 units, dropped back to the price in January roller coaster🎢, today happily sold off by 12%, will add more if it drops tomorrow, the key is to bet on the market situation after a month rises by 12%.
Broadcom's comprehensive penetration.https://youtu.be/6TsuNGMpCVQ?si=jRC5YBFg5IO4mZqb
Analyze the positions of Calix, Ciena, and Amdocs in the datacenter equipment field. https://www.perplexity.ai/search/calix-de-jing-zheng-you-shi-fe-c7qI64YvSkCX1P_GXxqnpA
Compounding 365 making progress every day.
https://x.com/baozong_facai/status/1838843505042727170?s=46&t=0CigO3461Z49J95sEpOW0A
Datacenter clean energy - renewable electricity. Public affairs. Attention should be given to copper mines and high-voltage transformers to find the top three.https://www.perplexity.ai/search/las-vegas-na-you-duo-shao-ji-f-oJBXJQcrTGGojPxsCfqb1g
滚雪球的复利主义者https://x.com/0427smtieshou/status/1839130270106001768?s=46&t=0CigO3461Z49J95sEpOW0A
听力https://youtu.be/1fIvpyfY0jE?si=mnevNvGSbQopT-Qp
https://youtu.be/1fIvpyfY0jE?si=mnevNvGSbQopT-Qp
查历史喂消化的食品以及later的
https://youtu.be/cIm8D8T-IfQ?si=nv0f43f4XF3SXIc_
我现在逐渐开始加杠杆炒大盘了 借鉴狼王的长期趋势信心 我对费城半导体指数 和 纳斯达克指数 这两个大盘的走势很自信 ，罗素两千中小企业盘口里面的科技类也有一定优势 最近半年应该是安全炒大盘的时机
https://youtu.be/Uq5IbKSpj_Q?si=wd5r79MHOgLKnuvC
https://youtu.be/BgfTSZXNUa0?si=-6SEsmNeA9v-ZamS
Platform algorithm experiment,https://x.com/baozong_facai/status/1839234738332250364?s=46&t=0CigO3461Z49J95sEpOW0A
Bear hunting
Quote of the day:
Writing can bring order to your chaotic thoughts.
It can also help bring order to other people's thoughts.
Writing in a diary can liberate your mind.
Writing on social media can liberate the world.
Wolf King increased position, I trust the Wolf King's judgment, bought 30 units just to have a watchlist trading signal FNGU position, trying 2 units. At least it's affordable. Following tlsa with 20 units is a bit late. Better than nothing, not very meaningful.
amazon is slightly high now, wait for 186 to add position
SCMI added 50 units, dropped back to the price in January roller coaster🎢, today happily sold off by 12%, will add more if it drops tomorrow, the key is to bet on the market situation after a month rises by 12%.
Broadcom's comprehensive penetration.https://youtu.be/6TsuNGMpCVQ?si=jRC5YBFg5IO4mZqb
Analyze the positions of Calix, Ciena, and Amdocs in the datacenter equipment field. https://www.perplexity.ai/search/calix-de-jing-zheng-you-shi-fe-c7qI64YvSkCX1P_GXxqnpA
Compounding 365 making progress every day.
https://x.com/baozong_facai/status/1838843505042727170?s=46&t=0CigO3461Z49J95sEpOW0A
Datacenter clean energy - renewable electricity. Public affairs. Attention should be given to copper mines and high-voltage transformers to find the top three.https://www.perplexity.ai/search/las-vegas-na-you-duo-shao-ji-f-oJBXJQcrTGGojPxsCfqb1g
滚雪球的复利主义者https://x.com/0427smtieshou/status/1839130270106001768?s=46&t=0CigO3461Z49J95sEpOW0A
听力https://youtu.be/1fIvpyfY0jE?si=mnevNvGSbQopT-Qp
https://youtu.be/1fIvpyfY0jE?si=mnevNvGSbQopT-Qp
查历史喂消化的食品以及later的
https://youtu.be/cIm8D8T-IfQ?si=nv0f43f4XF3SXIc_
我现在逐渐开始加杠杆炒大盘了 借鉴狼王的长期趋势信心 我对费城半导体指数 和 纳斯达克指数 这两个大盘的走势很自信 ，罗素两千中小企业盘口里面的科技类也有一定优势 最近半年应该是安全炒大盘的时机
https://youtu.be/Uq5IbKSpj_Q?si=wd5r79MHOgLKnuvC
https://youtu.be/BgfTSZXNUa0?si=-6SEsmNeA9v-ZamS
Platform algorithm experiment,https://x.com/baozong_facai/status/1839234738332250364?s=46&t=0CigO3461Z49J95sEpOW0A
Bear hunting
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猎熊日记｜新手入门｜作手素质：技术分析，仓位管理，心态定位.｜坚持炒股的前提是安详睡去｜名人警句 心灵鸡汤
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InGodITrust OP : The following is a polished and organized stock trading notes:
## Investment Strategy
**Bear Hunting Diary**
- Ammunition is limited, patience is key
- Only shoot after ensuring a safe distance
**Positioning Operations**
- Follow the Wolf King to add 30 units of FNGU, establish a signal warehouse
- Follow TSLA with 20 units, better late than never
- Consider adding more units to Amazon and 186
- Add 50 units to SCMI, back to early year prices
- Confident in the trends of the PHLX Semiconductor Index and NASDAQ Index
- Russell 2000 small and medium-sized enterprises have advantages in technology sector
- The next six months may be a safe time to invest in large caps
**Risk Management**
- Attempt 2 units of FNGU, control the risk
- If SCMI continues to fall, will add more units again
- Gradually start leveraged trading in large caps
## Market Analysis
**Industry Focus**
- Broadcom's comprehensive market penetration
- Analyze the positions of Calix, Ciena, and Amdocs in the datacenter equipment field
- Focus on data centers, clean energy, renewable electrical utilities, and public utilities
- Emphasize the fields of copper mining and high-voltage transformers, looking for the top three
**Compound Thinking**
- Compound 365, make progress every day
- Compound thinkers who roll the snowball
## Personal Development
**The Power of Writing**
- Writing brings order to chaotic thinking
- Helping others organize thoughts
- Diary writing liberates thinking
- Writing on social media influences the world
**Learning Resources**
- Listening practice materials
- Knowledge related to historical food digestion
## Technology and Platforms
**Algorithm Experiments**
- Pay attention to platform algorithm experiment dynamics
## Reference Links
- Broadcom penetration analysis: https://youtu.be/6TsuNGMpCVQ?si=jRC5YBFg5IO4mZqb
- Compound thinking discussion: https://x.com/baozong_facai/status/1838843505042727170?s=46&t=0CigO3461Z49J95sEpOW0A
- Data center related analysis: https://www.perplexity.ai/search/las-vegas-na-you-duo-shao-ji-f-oJBXJQcrTGGojPxsCfqb1g
- Compound thinking viewpoints: https://x.com/0427smtieshou/status/1839130270106001768?s=46&t=0CigO3461Z49J95sEpOW0A
- Listening practice resources: https://youtu.be/1fIvpyfY0jE?si=mnevNvGSbQopT-Qp
- Historical food research: https://youtu.be/cIm8D8T-IfQ?si=nv0f43f4XF3SXIc_
- Market analysis video 1: https://youtu.be/Uq5IbKSpj_Q?si=wd5r79MHOgLKnuvC
- Market analysis video 2: https://youtu.be/BgfTSZXNUa0?si=-6SEsmNeA9v-ZamS
- Platform algorithm experiment: https://x.com/baozong_facai/status/1839234738332250364?s=46&t=0CigO3461Z49J95sEpOW0A
Sources