FuHuazzZ

Today’s biggest takeaway: after trading US stocks for a while, I realized the real difficulty isn’t finding good companies—it’s whether you dare to buy according to your plan when a great company is mistakenly sold off by the market.
Learning US Stocks Day 39: Today, I didn’t think about trying to predict the market bottom; instead, I reviewed my own trading logic:
Good companies ≠ buying at any price is worth it.
The main theme of AI hasn’t disappeared, but recent weakness in semiconductors has made many people start to doubt:
Has AI ended?

Last night’s England vs. France game was really something—you took third place and I took the Golden Boot. Friendship first, competition second? The 100U battle god has fallen again 🤡 But the long-awaited World Cup has finally arrived at the final showdown—I’m going to get back what I lost!!
Argentina vs. Spain—this final can be said to be a collision between experience and youth, between individual ability and a team system. On one side is the defending champion, Argentina

Predicted the 2-1 correctly when we came on, and the 100U war god is back again, brothers! Tonight, we’ll keep predicting while watching the game!
France vs England — for this one, I don’t really want to guess who’s more likely to take third place based on that kind of emotion. The third-place match is already hard to judge for motivation.
As for France: after they lost to Spain, watching the whole match, they felt a bit pressured. Their individual ability is still there, but they didn’t get their rhythm going. If Mbappé’s form isn’t fully dialed in, the threat from France’s front line will be

The first reaction to this update about the Strait of Hormuz isn’t really how much oil prices are up—it’s that many people actually can’t trade right away. On the evening of July 12, Iran announced again, again, again, and again that it has shut down the Strait of Hormuz😂. There was a missile exchange between Iran and the U.S.; $WTI crude oil at the start of the Asian session jumped directly by 4%, moving above $74. The most awkward thing about this kind of market is that: once the news breaks, risk starts getting priced in, but the traditional markets are still resting.

Link entry:

Bet on France yesterday, but they were eliminated 2-0 by Spain. Honestly, it stings a bit. The momentum they built in the previous games—one semifinal and it all gets dragged back into a calm, flat state. Tonight I’ll keep watching England vs. Argentina. I’ve been debating this one for quite a while.

Recently, Gate US added a Florida Money Transmitter License. This is a piece of news worth taking a closer look. Many people focus on exchanges, only looking at listing speed, trading depth, and the intensity of promotions. But in the long run, what truly determines whether a platform can go far is its ability to meet regulatory and compliance admission requirements. After securing the Florida MTL this time, Gate US’s state-level licenses have increased to 36, and its scope for compliant operations has been further expanded across the United States.

Today’s market doesn’t suit a hard chase. Oil prices are pressured because the Gulf situation keeps escalating; Nasdaq futures are under pressure, and semiconductors are also weak in the premarket. On the surface, it looks like geopolitical risk. But when you dig deeper, it’s actually the market using external bad news to cool off the AI-chain stocks that have already run up too much.
Learning US stocks—Day 32. Today’s real-time playbook is simple: don’t try to guess the bottom; just see who can hold their logic during the pullback. $NVDA or AI?

Tonight’s World Cup predictions continue: Argentina vs Switzerland.
At this stage, the match is no longer simply about who has the bigger reputation. Argentina is of course the more heavily favored side—Messi’s vision in the forward line, his ability to control the tempo, and his capacity to make key plays are still their most reliable breakthrough points.
But Switzerland is not an easy opponent to face.

Seeing a striking piece of data: tech stocks are not as strong as they seem
On the surface, the Nasdaq is still at high levels, but many tech stocks have fallen more than 20% from their highs
What does this show?
It’s not that no one believes in AI anymore, but the market has started to divide “AI beneficiary stocks” into two categories:
One category can prove orders and cash flow
The other only has stories, no verification
$CRDO is the name to watch closely today, it is doing AI

The football matches over the past two days have been really painful to watch. Neymar and Ronaldo have both gone home. There's no way Messi will follow them home tonight, right? 😂 Continue the World Cup prediction: Argentina vs Egypt. The highlight of this match is very clear: Messi vs Salah.

Last night both predictions were correct: Morocco and France advanced smoothly, Paraguay was really playing dirty. 😂 Tonight we continue to watch Brazil vs Norway. The most attractive part of this match is of course the duel between Neymar and Haaland. One is good at using rhythm, dribbling, and final passes to tear apart defenses; the other doesn't need many touches, just one chance in the box and he can directly change the score. Brazil's advantage is still overall control.

Tonight, the World Cup round of 16 continues, with two matches predicted together. Will tonight be a financial management game?
First match: Canada vs Morocco. Canada has the home advantage, with good running and impact. They are likely to press aggressively in the first 20 minutes. However, Morocco's defensive discipline, counter-attacking efficiency, and knockout stage experience are more mature. As long as they withstand the opening, the rhythm of the game will gradually return to their control.

Last night I was totally confused. The index looked like it hadn’t crashed, but my positions were all in the green😂. The Dow Jones could still set new highs, and the S&P showed no obvious drop, but AI and the semiconductor sector were heavily concentrated in selling. This indicates that the funds are not completely leaving the stock market—they’re pulling back from the most crowded, highest-expectation direction. On Day 21 of learning U.S. stocks, I understand this drop as a “valuation compression within the AI supply chain,” rather than demand suddenly dropping to zero$MU .

Tonight we continue predicting the World Cup. For this match, besides judging by strength, we also have to see which side the “mysticism” favors. Argentina will face Cape Verde. One side is the defending champion led by Messi—its squad depth, experience, and ability to handle knockout-stage matches are all there. The other side is one of this tournament’s most surprising dark horses; Cape Verde has made it this far, so there’s no baggage left to carry. Under normal analysis, Argentina is definitely favored in this match.

July's U.S. stock market likely won't be too quiet. On one hand, Microsoft, Google, Meta, Amazon, Apple and other tech giants will report earnings one after another; on the other hand, there is the FOMC interest rate decision. Earnings determine company fundamental expectations, while the FOMC affects the overall market's valuation and capital sentiment. When these two events collide, volatility is likely to be significant. At times like this, I usually don't rush to guess which stock will go up first, but instead check whether my own funds are ready.

The most memorable thing last night wasn't which chip hit a new high—it was that $BE was suddenly rediscovered by funds after hours. What AI data centers need most right now may not be GPUs anymore, but whether they can get electricity on time. Bloom Energy and Brookfield have expanded the financing framework for AI power projects from $5 billion to $25 billion.