$GraniteShares 2x Long MU Daily ETF (MULL.US)$
Monthly Summary — Thank God!
On the 15th, 20th, and 28th, bedtime arrived—I stopped watching the market! Suffered significant losses, but sleep comes first—it was absolutely worth it!
On the 1st, I picked the wrong stock and cut my losses on the 4th.
Entered the market on the 12th and incurred a loss—added to my position anyway.
Monthly Summary — Thank God!
On the 15th, 20th, and 28th, bedtime arrived—I stopped watching the market! Suffered significant losses, but sleep comes first—it was absolutely worth it!
On the 1st, I picked the wrong stock and cut my losses on the 4th.
Entered the market on the 12th and incurred a loss—added to my position anyway.
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独钓寒江陌上人 2
commented on
$Tradr 2X Long SNDK Daily ETF (SNXX.US)$
SNDK was originally expected to reach TWD 1,500–1,600 around October, but unexpectedly surpassed TWD 1,600 as early as May 29. Will the next target of TWD 3,500–3,600, projected for around April next year, also be achieved ahead of schedule?? The market sentiment toward memory stocks is gradually heating up—from warming → heating → frenzy → ??
In the AI revolution, only memory stocks have reasonable P/E ratios! Other segments like optical interconnects are trading at multiples of dozens or even hundreds—companies like Lumentum are even losing money, and their valuations have become completely absurd.
This is also why I’ve been heavily invested in MU, SNDK, MULL, and SNXX since early last year, constantly trading in and out (due to the 2x TFT wear-out rate).
So when is the right time to exit? It mainly depends on
Major cloud hyperscalers’ Net Debt / EBITDA
And inventory turnover days
SNDK was originally expected to reach TWD 1,500–1,600 around October, but unexpectedly surpassed TWD 1,600 as early as May 29. Will the next target of TWD 3,500–3,600, projected for around April next year, also be achieved ahead of schedule?? The market sentiment toward memory stocks is gradually heating up—from warming → heating → frenzy → ??
In the AI revolution, only memory stocks have reasonable P/E ratios! Other segments like optical interconnects are trading at multiples of dozens or even hundreds—companies like Lumentum are even losing money, and their valuations have become completely absurd.
This is also why I’ve been heavily invested in MU, SNDK, MULL, and SNXX since early last year, constantly trading in and out (due to the 2x TFT wear-out rate).
So when is the right time to exit? It mainly depends on
Major cloud hyperscalers’ Net Debt / EBITDA
And inventory turnover days
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独钓寒江陌上人 2
commented on
$SanDisk (SNDK.US)$ should be a bear trap at least till 10mins after market open
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独钓寒江陌上人 2
commented on
$Lumentum (LITE.US)$ testing 21 ema， will probably go down more
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独钓寒江陌上人 2
liked
$Tradr 2X Long LITE Daily ETF (LITX.US)$ It's time to buy!!
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独钓寒江陌上人 2
reacted to
$Coherent (COHR.US)$ Worth mentioning! Based on the chart patterns and trading volume, it's a good time to buy.
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$SanDisk (SNDK.US)$ Time to clear out!
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独钓寒江陌上人 2
commented on
$Incannex Healthcare (IXHL.US)$
SNDK SanDisk, SNXX
Currently, the main holdings in several accounts are SNXX and options. SNDK remains steady at 1500 to 1600!
I got trapped in IXHL! Repeatedly trading it brought me back to breakeven! I'll continue holding since I'm also in Melbourne, and IXHL is not far from me!
SNDK SanDisk, SNXX
Currently, the main holdings in several accounts are SNXX and options. SNDK remains steady at 1500 to 1600!
I got trapped in IXHL! Repeatedly trading it brought me back to breakeven! I'll continue holding since I'm also in Melbourne, and IXHL is not far from me!
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$SanDisk (SNDK.US)$ Short-term traders are selling off only! The range remains between 1,500 and 1,600 yuan!
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