仏熊苦 OP : https://x.gd/BYyJ5

仏熊苦 OP : I think this is a kind of mislearning.
People tend to think the market after the Trump tariffs is the norm.
But it's not; that was an extremely rare environment.
The market has many faces.
There are, of course, periods when it’s difficult to make profits.

仏熊苦 OP : Since it's a demo environment, I occasionally rebalance my positions, but if you follow the stocks being bought, this is the kind of situation you'll find (limited to small capital).
However, since it’s just a one-month surface performance game, even though I’m currently ranked 37th, I’ll likely end up losing to those who go all-in on options or such towards the end.
It's trivial, so it doesn't really matter. I already wrote about that in the first book, so why are they entering the contest and complaining? w
If you don’t understand, please read the book.

仏熊苦 OP : It's like a turbulent battlefield.

仏熊苦 OP : Addition (4-word summary)
Initiative
The market isn’t about “direction.” The side that seizes control over “common sense” wins.
Will prices rise when pressed down, or rebound even after selling? It’s the power to define the rules of that world.
Absorption
Absorption is like stacking sandbags. It absorbs the bullets (buying and selling) and stabilizes the position (price level).
Absorbing at lower levels means defense; absorbing higher up signals preparation for a breakout. The less movement, the more intense the internal battle becomes.
Addition
Addition isn’t a reckless charge. It’s reinforcements in a winning battle.
Only after gaining the initiative and settling absorption does addition become an advance that extends the front line.
Distribution
Distribution isn’t the sound of collapse. It’s the footstep of transition.
The strong aren’t extending — right there, the vanguard quietly hands over inventory and withdraws.

仏熊苦 OP 仏熊苦 OP : Not all wars are driven strongly by 'leadership.' Misunderstanding this point can lead to the belief that all market movements are manipulated by a central figure or conspiracy theories. Even if multiple players overlap, it's possible to interpret them as 'overall leadership,' which makes this concept effective. Skilled traders, particularly those with a track record and experience, often use abstract expressions like 'Hmm, the wind direction has changed' to describe market conditions, and they tend to be accurate. From a neuroscience perspective, their observations are processed through past experiences as compressed information, leading to intuitive conclusions—a phenomenon known as chunking—and such language outputs seem to stem from this.
When you decompress (reverse the compression) and verbalize these insights, they turn into actionable conditions. Since I haven't yet reached the level of mastery, I practice what I call 'confirmation investing.' I verify the conditions, and if the expected value seems high, I set the maximum loss upfront and proceed. Therefore, I can generally reduce it to a template. Among the concepts that emerge within these conditions are leadership/control, absorption, addition, and distribution.

仏熊苦 OP : Even in the demo, I’m doing it seriously without using leverage.
I’m currently around 40th place.

仏熊苦 OP : However, I did go long and short when there was a collapse in the overall market. I don't usually do that, though.

仏熊苦 OP : If you're investing in high-tech, stock selection is crucial, and players constrained by the value chain offer the strongest resilience to shifts in positioning.
GPU → Memory → Optical Communication → Power/Cooling.
Electric power, as infrastructure, is tricky to handle but can become a bottleneck.
The fact that funds are flowing into the most inconspicuous areas means that after this rise, distortions will likely disappear, making things more challenging.
Even with various collapses, the ability to generate profits stems from that kind of logic.