TaiBai

AI model company bubble is huge
Zhipu’s daily chart is once again a climax followed by a reversal
The downtrend continues
It may still be impossible to escape the fate of the Christmas tree 🎄
I invented a term to describe this kind of future market走势:
“Retail FOMO aftereffects”

Although there are many mistakes,
this is the most satisfying thing I’ve written.
I wrote it in one go—smooth and uninterrupted.
As expected, writing like Wang Xizhi requires a little bit of wine.

Insider: Boom boom boom
Special: Yes, sir, up up up

I just went back over it.
This time, the collapse of South Korea’s storage stocks
and the Luna collapse in the crypto world back then
—what do they have in common?
1️⃣ They’re all South Koreans (this is important 🤣)
2️⃣ The “unshakable” narrative leads to FOMO
3️⃣ Retail investors participate with high leverage
4️⃣ Once confidence breaks, it enters a downward spiral
5️⃣ High concentration leads to a “systemic” shock
#History won’t simply repeat itself, but it will play out again and again

How many short positions does Changxin really have?
Are you crazy?
The fee losses are driving me insane.
🥹

$NAS100
Nasdaq 4H
Due to being dragged down by the semiconductor sector
Currently, in a pullback with choppy weakness
Below are two potential support zones
Note: At the moment, there are no reversal signals

$NAS100
Nasdaq 4H
Due to being dragged down by the semiconductor sector
Currently consolidating and falling, in a pullback
The two support zones below
Note: At the moment, there is no reversal signal

Everyone, I’ll go first.

Companies like Xiaomi
I’d call them the Eastern Little Apple
From now on, AI will be everywhere—
smart homes, smart appliances
smartphones, computers, tablets, watches
smart cars…
From a 1-year-old baby to a 98-year-old elderly person,
everyone can’t do without Xiaomi.
Such a great company—
shouldn’t it surpass those processing plants that only know how to make memory???
A value gap

If you carve the boat to seek the sword—
Based on my knowledge and experience from charting altcoins’ K-lines,
match it to the storage;
it’s probably going to play out like this in the future—
a long, drawn-out distribution,
devastation and suffering for all living beings.

I’ll just ask you this:
A Changxin’s market cap—
equals the market caps of all the semiconductor companies below that much.
Is that right???