AllDayLong

It doesn’t seem too late to post the equity commentary I wrote last night now.
This market action is still so grinding.
【Today’s stock commentary: The rebound comes as expected, but then what? 26/7/9】
Tonight’s US stock rebound has shown real sincerity.
But the performance of Korea’s market is so-so—SK hynix rose only 6%, while Samsung is almost unchanged. And today, both A-shares and Hong Kong stocks are in the mood of **“keep the music going, keep the dancing going.”**
At first glance, it looks like A-shares were the first to confirm the direction.
But experience tells us it’s of

Crypto gamblers naturally prefer highly volatile assets
$skhy

Although your AI knows everything
Only when you understand it does it become real combat power
The same scenery
Can produce vastly different photos
The same AI
The direction of exploration and the angle of questioning
Determine the level of proficiency

Let’s just say,
the crypto retail investors’ ability to self-hypnotize
is forever number one in the world.
Open your mind, and there’s no ceiling. 🙃🙃🙃

Micron's financial report: GPT and Claude (Figure 2) are roughly the same.
But Claude's prediction win rate is slightly higher.
However, having read my previous article,
you should know that Micron's prosperity is the effect, not the cause.
The root lies in the four beasts pulling the cart.
Then you should know to decisively buy the dip last night😋
$MU

Samsung and SK Hynix, each with a market cap of trillions of dollars,
Why do they frequently see single-day fluctuations of 10%+?
Foreign capital frantically fled 124 trillion won,
But retail investors buy more as prices drop, maxing out leverage.
After looking at this chart,
Do you choose to stay away conservatively, or dive in voraciously?

Micron $MU earnings report makes the market so tense
Looking at this situation, aren't many institutions shorting?
Can the super flywheel surprise us again?
Buy the dip or run?

$sndk
210 Building a position, now it's 2100
As a crypto trader
I haven't felt the joy of tenfold gains in many years
Every day I worry about the rise of semiconductors
A while ago, I sold off some after a big surge
But it continued to soar all the way up
🙃🙃🙃🙃

Market turbulence prompts us to consider where the bull market peak is.
What is the driving force behind AI-driven bullishness?
Is it the AI competition among the giants?
Is it these giants pouring hundreds of billions of dollars annually into it?
Meta has already reached its limit and started using financial instruments to raise funds.
The giants are showing signs of fatigue, but still have some strength.
The bull market peak is definitely not now.
Nor is it during the giants' frantic fundraising period.
It is before all of this.

$zec Is the net closed?
Brothers can't wield the big sword anymore?
The greens don't move
How does the sword move
How does the heart move

It's bearish, that's right
I'm just worried you'll be bullish 😛
$btc

GPUs have always been in short supply.
NVIDIA’s earnings have also been on the rise.
But the stock has long passed the phase of rapid growth.
Now everyone’s watching AI infrastructure led by storage.
A plump “tail-rally” run may be coming.
When you trade stocks, you trade expectations.
And when you trade expectations, you trade expectations about expectations.