懂币猫
懂币猫
Ranked first in 🥇 the annual income list Trading Teaching|Trading Strategies|U.S. Stocks|Gold and Silver
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#NVDA #Berkshire
Latest Q1 portfolio changes
Nvidia added
#COHR
Increased position
#CRWV
Berkshire added
#DAL
#GOOG
#M
Increased position
#GOOGL
#NYT
#LEN
Reduced position
#CVX
#STZ
#NUE
#BAC
Public portfolio data is delayed, need to combine with secondary K-line for judgment
Understand the trend, follow the trend


Be sure to eat less and sleep more, save more money, and exercise more.
Don't always think you haven't found the right person; there is no perfect person, only a better version of yourself.
Seeking outside but not getting it; seeking inside for endless life.
Actually, many people are not as important as the glass of water you drink in the morning.
Seek within for endless life; seek outside and you won't get it.
Seek endless life within, seek what cannot be obtained outside.
Encourage each other with confused brothers.
The first post Trump made after returning said that the results of this China visit were very good.
A chart to understand the investment opportunities after Trump's visit to China
See which sectors will experience changes
At present, this is not the start of a full relaxation
It is the beginning of a loosening of the previously pessimistic expectations
For traders, this is already very important

#USStock #BTC
Lately, I've been thinking about how many brothers are losing money, and it's really not because the market is too difficult, but because they're always half a step behind, always trying to stubbornly fight back, insisting on making up losses where they lost money.
During the last BTC drop, after I took a big profit, I said: the upcoming market is hard to trade. But when you see others shorting and making money, you get unwilling, rush in, and end up losing for three months straight, then start cursing the market.
A few months ago, when I said the US stock market had a downside risk, I started shorting in small batches and repeatedly reminded in the community live stream: you must pay attention to US stocks and position yourself there, wait for a golden opportunity, and sit tight for the upcoming asset feast. But you kept staring at #ETH #BTC daily ups and downs, chasing altcoins aggressively, trading frequently like a human quant bot, and in the end lost more than half your principal, then started cursing the dog whales for harvesting.
Now the US stock opportunity has emerged, you see others in the community doubling their money in a month, and you start FOMO, wishing you could sell your house and take out loans to go all in. You just entered and hit a pullback, get confused again, and then say I didn’t warn you early enough.
When I make money in crypto, you’re losing.
When I get on board US stocks, you’re not.
When I cut losses and exit, you’re still holding on.
Always the opposite, always a step late, always realizing too late—isn’t this the daily routine for many brothers who lose money?

#NVDA #SNDK #MU #GOOG #AVGO
Recorded a video explaining Jensen Huang's AI Five-Layer Cake Theory
How this AI market cycle spreads through the Five-Layer Cake Theory
Application
Model
AI Infrastructure
Chip
Energy
The rotation order of these five layers of the cake is clearly explained in one video
For capital, the real opportunity is not necessarily to "lurk at the bottom",
but to follow the cake theory and chase the rally
True rationality
is not about never chasing highs,
but about still daring to enter the market resolutely
after clearly seeing the reality.
Equally important is
that once reality falls short of expectations,
you can also press the stop-loss button without hesitation.
Rationality is not conservatism,
nor is it cowardice.
Rationality is knowing why you buy before entering,
and knowing under what circumstances you must exit after entering.
Daring to buy is because you understand.
Daring to sell is because you do not deceive yourself
May 13 Live Summary
Traders need to be as flexible and adaptable as water, not stubborn like an old pigeon.
Go fishing where the fish are. If everyone has already poisoned the fish, how could you possibly catch any in that reservoir?
Don't have faith in altcoins. Forget about them quickly—they're dead.
If you were a market maker, with the current good US stock market and everyone ignoring crypto, and those who were going to lose have already lost, how would you operate?
When you make money, you have to hold on to it. Many people have made money but ultimately failed to keep it.



