Let me share my true feelings from the past few days. Actually, last year I switched from BTC to U.S. stocks. In late April 2025, that was the first time I dabbled in U.S. stocks. Looking back, the timing was just right. I embraced the "Big Seven" U.S. stocks as my first position for stability. Back then, I looked at Micron, AMD, and even bought Intel, but because I was seeking stability, I couldn't hold them. Having been trading crypto for a long time, I always treated it like a capital game based purely on K-line patterns, so I basically ignored news and fundamentals. After watching for a while, the logical entry points didn't seem so attractive anymore. I chased highs a few times, but only with small positions for scalping, and couldn't hold.

Or you might say, Captain, aren't you a technical analyst? If even you can't capture the gains, I didn't capture them either. This storage stock's K-line: it rallies for a stretch, then consolidates at highs, and each time earnings come out with explosive growth, the market pushes it up again. You want to wait for a sideways consolidation, a moving average entry, or a dip opportunity—basically there's none, absolutely no chance to scale in gradually. At most, you buy a small position to avoid missing out, and then never get another chance to add.

Missing out, disappointment, slapping the thigh—all of that happened. Looking back, for the past 10 years in crypto, I was like a fish in water: going all-in on bottoms, full-portfolio riding through three crypto bull runs. I genuinely felt the full experience of missing the storage stock bull run. So you ask if I'm bearish on U.S. stocks? Hell no. At the current level, even if it drops, I can't afford to catch the falling knife. I just watch. Switching to the next track is my real thought now.

Everyone gets FOMO, and the more you FOMO, the easier it is to make mistakes. This AI wave has lasted longer than we expected. Alright, you can call me a dog who missed the boat.

The latest trends are irreversible—whether AI or physical AI, they are the momentum for the next 3-5 years. Just find opportunities and gradually enter.