ImLonky

SanDisk made me blow up the biggest one-time position of my trading career

Today a girl from Hefei sent me a message.
This is the best summer of her life.
This year, Changxin listed on the market, and the hotel she works at was filled with congratulatory banquets.
She also followed her boyfriend’s advice—her boyfriend works at Changxin—and used all her savings to buy Changxin stock. She made in a day what would have taken five years’ worth of salary.
This year, her wages have kept rising. Her boyfriend used the Changxin stock he had as collateral to get a 30-year mortgage and bought a house nearby.
Today, walking around Hefei, everyone on the street suddenl

BofA Flow Show (7/23):
Bull-Bear Indicator 9.6 (Sell signal)
Private client cash ratio 9.6% (historical low)
Hedge fund positioning at the 82nd percentile (very bullish).
Go long defensively plus dividends plus duration; go short banks + brokerages + technology.

Has Hong Kong stocks’ spring arrived?
Around 20:00 on the evening of July 17, 2026, the Ministry of Commerce’s official website published a Q&A with reporters, formally confirming for external parties: the U.S. side has informed the Chinese side that it will terminate Executive Order No. 13936, signed in 2020.
The executive order required U.S. pension funds, sovereign wealth funds, large investment banks, and asset management institutions to classify Hong Kong-listed Chinese companies as high-risk assets. This pressured risk controls within institutions to lower the maximum allocation limit fo

The whole market is falling—what is the market pricing in?
The dot-com bubble of 2000?

After many years, you go to college driving a Bentley, practicing flying during the summer break. Your secret side partner secretly gets pregnant, insisting on marrying you. In the 40+ degree summer, your villa is spacious and cool. For every meal, you have to take a small sip—one glass of Feitian Moutai before the year 2000. You often make plans with new young models until you get so exhausted that, one person at midnight, you hide on the balcony to smoke. And the reason all of this happens is simply because on July 15, 2026, you bottom-picked Haili-Shi and jumped to a good fetus.

There are only two buttons—how could it mess up every time?

Big tech hasn’t lived up to expectations, but that also means there’s some built-in safety margin.

Bought some $CRCL that everyone is talking about

An unqualified product manager is toxic to a team, and even to a company.
And the toxicity is very severe 🥲

Crypto exchanges may have the advantage of cross-market capabilities, with US stocks, Hong Kong stocks, Taiwan stocks, and Korean stocks all available on one platform. Cross-market allocation and strategies.

Express your attitude towards this world!

Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me
Other people's earnings have nothing to do with me