Now US stocks like SK hynix, Micron, SanDisk, Starship, and more can enter the first tranche in advance. They may still drop again—if you want to be stable, wait for a dip and then enter; if you’re worried you might not get on the train, enter the first tranche and then add to your position in the next round.

SNDK4.17%
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DamaTrader
· 5h ago
I’m pretty conservative—I plan to wait for a quick spike/false breakout before entering. After all, things are already at a high level, and I’m worried about chasing at the top. But hearing what you said, the risk for the first position is controllable.
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ColdBrewYield
· 16h ago
The needle-insertion strategy is fairly robust, but if you miss the entry, it feels even worse. I plan to go in two batches: a small initial order for the first batch, and then I’ll top up once more if the price drops by 5%.
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ColdStartWatcher
· 16h ago
Can Starship also be traded? Isn’t it for making rockets?
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SentimentThermometer
· 16h ago
Thanks for sharing! Hynix and Micron’s recent earnings reports look good, but the market does have downside pressure for a pullback. What is Starship? Is it SSNLF? I’m not too familiar. The overall strategy looks solid—building positions in batches helps reduce risk. I’ll try a small position first too.
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ResilientGoldfish
· 16h ago
That analysis makes sense. The storage sector is cyclical; it may not have bottomed out yet, but I’m bullish long term. Keep the core position at 10% allocation and hold some cash to add later. Did SanDisk get acquired by Western Digital? Code is WDC? Keep an eye on it.
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