Many friends got to know me this time
and subscribed and followed on the channel.
My DMs got even busier—more people added me.

The main reason is that I’ve been synchronizing my trading logic and thought process with real substance—no hindsight or “after-the-fact” claims.
On Monday, I started reminding everyone about the upcoming Non-Farm Payrolls (NFP) and the potential benefits, and I laid the groundwork early by adding to long positions in crypto and gold.
The continuous posts can be traced back!

As for the US stock market: after Hynix announced that it would be listed on July 10 and the Nasdaq and broader market saw a pullback,
combined with the fact that NFP was a negative factor for the US dollar,
I looked at the impact on tech stocks.
So I chose to short Micron at 1150 (the dilution premium effect related to Hynix’s listing).

On Wednesday, there were Wausch’s sudden “hawkish-to-dovish” comments (the “gigi” statement) that came early enough to fulfill the bullish expectations for NFP,
allowing price action to move into a long bias ahead of time.
But on Thursday, the NFP data came in with a surprise, which further confirmed the certainty of Wausch’s claim that inflation had already been declining.

Also, on Thursday, in parallel, Meta’s selling off of excess compute capacity impacted storage again—it fell once more.
But the cloud vendors among the “Big 7” in US stocks propped things up.
By comparing and integrating the different signals, I reminded people of the reasons to go long Microsoft (MSFT): its valuation has a bit more upside.
In the end, the market delivered the answer—an upside move against the trend.

Last night, before sleeping, I watched the US stocks’ late-session selloff accelerate.
I kept waiting for an opportunity to buy, and Corning finally gave one at 193.
I calculated that the pullback from the peak was about 40%.
For a glass substrate that Nvidia values highly and that is very important in optical modules,
this pullback is extremely attractive.
The posts reminded people to pick up “the corpses” and become the next buyers.

Writing out this whole sequence of smooth operations isn’t meant to show off—it’s to record that trading must have logic and a thought process.
It’s not about blindly following.
Blindly following hearsay and rumors is not safe—you don’t know what to do when prices rise or fall.
Now that AI tools are this good, you can learn what you want by doing multiple exchanges with AI, and you’ll be able to get information you can reference.

Let me state again: this isn’t bragging, and it’s not “that impressive.” I’m still continuing to learn.
I’m not posting screenshots here either—most of it has already been synchronized and shared in earlier posts.
If you like it, give me a subscription and interact—encourage me to post more. (I’m kind of passive and slow to warm up; I usually don’t like to speak up proactively.)
Thanks for stopping by to watch the show.
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