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I am bearish on the entire second half of 2026
The top of memory and semiconductors should already have appeared
The reason is not the negative news from Meta
But my years of experience
I found that Wall Street shorts, starting from before MU's earnings
Have already launched a systematic and organized attack
The volatility in MU's earnings was just an appetizer at the open
SK Hynix's IPO, SNDK's earnings — those will definitely bring a big wave
Scare everyone
Here, I want to first congratulate the shorts who have held on until today
In the first half, longs made 10x
In the second half, it should be your turn to make money
Thank you all
PS: Retail investors without skill, don't go short because of this tweet. For most people, the best approach is to do nothing, lie flat and play dead until 2027.