[Confession Post] A small fry fully loaded with CPO + semiconductors officially surrenders to the elders who hold baijiu stocks!

Dear senior elders of the stock forum, I kowtow and admit my mistake.

The more arrogant I was two months ago, the more miserable I am now. Back then, I went all-in on CPO optical modules + semiconductors, floating high every day without finding my way. I talked about the computing power revolution and domestic substitution, thinking I had grasped the strongest main line in the entire market—a ten-bagger sure thing. Looking back, you guys were just sitting on Moutai and Wuliangye every day, happily cashing out a one or two percent gain. I even snapped at you under your posts, saying baijiu is a sunset sector with no imagination and no growth—pure old-fashioned thinking that can't ride the AI era's dividends. You kindly advised me, "When it's risen high, you should run; good news is an opportunity to offload," but I treated it all as background noise and secretly laughed at you for being sour from missing the rally.

Then, in the past half month or so, the market slapped my face so hard it's swollen.

CPO plays its daily trick of surging then plummeting—red in the morning made me think the main uptrend had arrived, I chased in and got buried by the afternoon. A better-than-expected earnings announcement came out, and the same day it smashed into a big bearish candle. Support lines like the 60-day and 200-day moving averages? All paper-thin, breaking through at the slightest touch.

Semiconductors? Even worse—the ultimate playboy sector: up one day, down three. After a slight two-day rebound, I yelled, "Semiconductor big reversal!" and went all-in to fill up, only to get trapped on the hillside. The more I added, the more it dropped. I'd already run out of bullets, not even enough left for day trading.

Meanwhile, look at the baijiu you hold—stable as a sea anchor. When the market crashes hard, it resists the fall; when sentiment warms up, it rises along. You elders are enjoying little gains every day while sipping your wine, while I, after work every day, turn off the lights and eat noodles alone—my account so green it stings my eyes.

Now I've completely awakened. Your experiences—the bull-bear cycles you've been through, the market makers you've seen, the losses you've taken—far exceed all the research reports I've skimmed. All that faith in sector themes and growth potential? Meaningless self-consolation when facing capital. My half-baked tech knowledge was nothing but a pie-in-the-sky promised by the main players, specifically designed to trap rookies like me into taking over their positions.

Hereby I formally surrender, and I swear from now on I'll never talk tough again:

1. Never again will I trash-talk baijiu as a sunset industry. Baijiu yyds—I'll shout it first.
2. Never again will I blindly bottom-fish CPO or semiconductors on impulse. Before adding positions, I will always first remember the elders' advice.
3. Never again will I utter the stupid phrase "tech beats consumer." I plan to split half my position into baijiu and hunker down there, learning value investing from you elders.

I beg the elders to go easy on me, leave a kid a lifeline to recover my capital. From now on, I will humbly listen to advice and never be arrogant again!

—— The small fry beaten numb by tech stocks