GateUser-98ce61f2

Comparing the performance of SK Hynix and Micron, you can see that Hynix is unbelievably weak: it always rebounds less and falls faster. So now I’ve safely ditched Hynix and only trade Micron. In the stock market, abandon the weak and choose the strong. The vulnerability of Asian markets—SK Hynix’s leverage liquidation probably left Koreans traumatized.

900 has exited

Running out of storage again?

Micron rebounded to 875, but I’ve noticed a pattern: if it drops sharply premarket, there will be a sentiment-driven sell-off at the open, so it’s better to buy at this level.

Micron is at 840, down 9% from the high. I’ll buy back half first. Note: I mean half of the planned storage position, not half of my total position. I currently only hold the storage position from profit-taking swing trades. 🤠🤠

My fragile asshole is feeling a bit better—I can sit now. Starting to post updates. SANK’s earnings report is tonight; I sold all the shares I bought at 800–820 a few days ago around 900. Better to avoid the earnings report. There are plenty of opportunities. This month, being hospitalized caused me to miss Google at 315. My asshole was in unbearable pain every day back then, and I even told a friend that Google was worth buying at that level. But I failed to act on what I knew, missing a 20% gain. The Magnificent Seven in U.S. stocks really are always worth believing in.

Your grandson Qie’s tweet should best be blocked. Look at it a bit and you’ll end up losing money. “Nailong” — Token49’s rug ads, and many others—forgot what their names were. This person made a living by charging fees; as for his A9 net worth, he still hasn’t forgotten his original intention and keeps collecting trash ads. He’s making money off broke guys’ yuan. If you follow him, you’re blessed. 😬

Store the World War I. Everyone, beg. Lee Jae-myung, I want to kill you.

The sticks finally got hard today—my DRAM bought at 51 has also broken even, and Hynix has broken even too. Overall I made money, so I pulled out and sold everything.

I sold off all the dram I added last night and the Hynix I bought at 1030 as a dip. I’m still holding the Hynix I bought at 1125, and the dram I bought at 51 is still down a bit. Should I just keep holding a little longer and try to break even—should be fine, right? I’m worried that when Korean stocks open, it’ll dip again for a second time… this is getting pretty rough.

Everything I added last night is gone—the DRAM I bought as a dip at 1030, and the Hailix I bought at 1030. What’s left is the Hailix I bought at 1125, and the DRAM I bought at 51 is still slightly underwater. Just hold on a bit longer—getting back to break even shouldn’t be a problem. I’m worried the Korean stocks will open and then do another second dip. It’s tough.

I’m down so badly I feel crushed—would it be okay to admit defeat and only lose half?

Totally bewildered. The pattern I’ve observed: each time DRAM hits a new low, it’s about 5 dollars above the previous new low. I bought the dip at 51, but I was still too anxious. I originally felt this new low would be around 45. When it dropped from 60 to 51, I couldn’t help buying the dip. I also bought a bit more when it was above 46. Total position size is 60%. Hynix is stuck at 1111. That’s it. I’ll try to get DRAM to rebound to 55, and then I’ll run 🤣

Hynix’s peak at 1240 dropped to 1118, down 10%. Storage big players—falling this much—this is a sentiment drop. Tomorrow, Hynix in the Korean market probably won’t fall by this much. I went long on Hynix at 1125; I bought 1万u at 51 $dram —to catch tomorrow’s sentiment-recovery rebound.

Friends, I’m back. I disappeared for 2 weeks—had a hospital stay and a small surgery. My recovery is going well for now. Next, I’ll continue fighting.

Big bullish news

Twitter’s usefulness is getting smaller and smaller. Everything is becoming fully AI-driven. It’s just one Hynix ADR. You keep seeing dozens or even hundreds of AI posts—there’s no use for them. It’s just that “tm” filler. Valuable information is getting rarer and rarer.

Hynix ADR is listed on the US stock market. Why did DRAM originally track the price of Hynix in the Korean stock market? After it is listed, can it continue tracking the Korean stock price, or should it be changed to track the ADR price in the US market? Does a fund manager need to rebalance their holdings? I don’t really understand—can someone explain? Especially a big bro who’s got it figured out.

It’s been all about US stocks propping up the market at night lately. Korean stocks open up high but then slide—coming in dead last for the first place 😤

Oh my God—storage is seriously terrifying. A 10% drop every day, and the capital is fleeing; everyone’s trampling over each other. So is it true or fake that if you put together Samsung, Micron, and SK hynix, they make over $100 billion in profit in a year? Fuck you. Even though I still have half my position, it’s still just unbearably painful. Can Friday give us a huge miracle day?