🖤7/14 Key events and personal recap

- CPI just came out. Interpretation is positive; it surged directly before the open.
- Korean stocks fell sharply again today, but recovered by the close. Over there, they’ve already started addressing leverage issues, and it should bounce back soon. Korean traders are too crazy about both crypto and stocks.
- It’s earnings season for major companies. It looks like most of them are showing positives, though I don’t know how much is already priced in.
- ChangXin Memory’s planned listing on July 27 has been announced. This is a big signal, and I feel there may be a “capital-draining”行情 in A-shares.
- BTC is in a “good news without dropping” state. I have a faint sense that this round’s bottom might be a bit higher than the market consensus.
- Tonight Spain vs France—I'm bullish on Spain! I’m also bullish on the overall market moving upward after the World Cup ends.

🤍Personal actions:
1/ Yesterday I added some to robots. Today I saw Estun’s earnings preview, and it should be pretty good—I feel it may keep rising tomorrow.
2/ In my medical DCA, I’m currently up 15%.
3/ I bought the dip on Koru and SOXL. I got stuck for a day, but just now it broke even.
4/ Continue adding to Alibaba. I bought Babu, and did 2x long. For me, Alibaba’s rise is already a certainty event, and it’s likely to outperform Tencent.
5/ I cut my SPXC position. It might keep rising, but I just don’t want to hold it anymore.