A clarification regarding some people cursing me on the community

When SanDisk was at 500, I was relatively more bullish on Micron because, compared to NAND at the time, I was more familiar with HBM. I had experienced a sharp drop in SMCI once and was worried SanDisk would become the second SMCI, so I was very bearish.

Therefore, when it rose to around 600, I spent about thirty thousand dollars shorting, not options, but directly short selling, which was a very small part of my account. Coincidentally, the US stock market corrected in March, and I made some money shorting QQQ at that time. However, SanDisk started rebounding from 550, and I held on for a while between 700-800 before choosing to admit defeat and close the position. This shows that the market's narrative for the entire NAND is also grand, so I've been going long at the 900 level.

During the roughly two weeks I was shorting, I posted some bearish views and shorting actions, but I didn't recommend following the trades.

But then some people appeared here, like abgh nevemind, who tracked me for about three months, slandering, attacking, and cursing SanDisk shorts, including Uncle Ouyang and me. After my friend told me, I blocked them. Regarding what he mentioned about creating a persona, I don't need a persona; I'm just an ordinary small retail investor, not some StockPro KOL.

The reason the US stock market has a sound mechanism is that the short selling mechanism is necessary, forcing listed companies to comply. Once there's a loophole, institutions will short immediately. These few people, mocking the switch between long and short, belittling shorts, clearly don't understand the mature mechanism of the US stock market. Their underlying logic probably comes from the A-share market.

In the future, if there's a good opportunity, I will still short. This January, I shorted silver and the returns were pretty good. In March, I caught a wave of decline in QQQ.

Sorry, I just like switching between long and short. If even this is to be looked down upon, what about those who buy PUTs? Maybe next year there will be an opportunity for a significant drop from over 8000 points, and I will still short.

And posting specifically for several consecutive months to insult and curse is probably a characteristic of some Chinese people trading stocks, not an isolated case, with too much negativity.

Posting here to explain to Longbridge community members who don't understand the situation: I was once bearish but never recommended going ALLIN short SNDK. I only shorted with a small position, coinciding with the poor US stock market conditions in March, hoping to profit. Moreover, I buy Tesla starting from two hundred thousand dollars, while shorting SDNK was at most thirty thousand dollars.

What this account mainly shares is some US stock information/logic and ideas.

My overall strategy is: US stocks have short bears and long bulls, grasp the AI main theme, focus on the core companies at each stage, specifically: NVDA/TSM (2023-2025) - DRAM/MU/SNDK/Hynix/INTC/AMD (2026-2027) - MRVL/NOK/GOOGL/TSLA (2027-2030)

Long stock + long call (preferably over six months)

I play less with other companies.

Strongly advise against playing side-line stocks, especially don't heavily invest in their short calls.

Through the SanDisk and ASTS incident, I found that most people on Longbridge are quite good, but there are still many with relatively young investment experience, aggressive styles, and immature investment personalities. They probably still need to be tempered, and it fits the situation of heavy negativity among Chinese people in current society...

Originally, the main capital isn't on Longbridge anyway, and there's nothing to fight over. Just playing around and writing casually, mainly to make friends.