#我的Gate交易时刻 From Narrative Enthusiasm to Fundamental Validation
Every trader remembers the trade that forced them to grow up. For me, it wasn’t a catastrophic loss, but rather a sharp wake-up call during a sector-wide tech and AI infrastructure selloff. It completely reshaped how I view valuation, momentum, and risk.
Chasing the Narrative
For a long time, my trading logic was fueled by pure narrative enthusiasm. If a company had a footprint in AI infrastructure, next-gen chip architectures, or massive cloud partnerships, it felt like a guaranteed win. I was heavily positioned in high-flying s