I bought some more during the A-share session today, added to my SK Hynix position, and after the non-farm payroll data came out, I also added some Corning and Micron.

Looking back at my trading history, I’ve found that when I feel so emotionally distressed that I don’t even want to open the app, that’s usually the time when I should be adding more. This time, I went against my emotions and did some contrarian buying.

Of course, I’ve set my stop-losses as well. If my mood still doesn’t improve tonight and the key memory stocks break through their support levels, I’ll concede defeat decisively.

I just think the risk-reward ratio here is pretty good. Did AI’s bubble really burst just because of a headline-changing piece of news?

I don’t buy it.