@labubu_trader

Personally, I love buying the pullback if the bull structure is still intact and momentum hasn’t weakened, instead of chasing a parabolic move. Yes I'm talking about semicaps.

Deepseek V4 is raising token price by 2X during peak hours from mid July. https://t.co/9kZr0R4rOc

just another boring up day. So regret that I bought the same size of memory vs memory semicap names....should be 1:2 or 1:3 The thesis of semicap was already well explained in https://t.co/PoHZ2NdJAm and https://t.co/LOc6Z4kMI3 on June 11. https://t.co/5wTMfkq3Vw

if you look at the weekly chart, you would notice that $MAGS had a top bearish divergence in the 2nd week of May then with a 15% selloff. This is a typical case of "price moves before the news". Market has been worrying about MAG7's compressed margin and nagtive FCF due to rising memory and semi price for a long time already. But when you read lots of these negative narrative on X or other media, it often times means the bottom is near and that's the last FUD in the near term to shake out the retail investors. $MAGS had a capitulation candle on last Thursday and stopped at $59-$60 area then rebounce from there. Don't let the FUD or FOMO information affect you, focus on the chart as these information is very likely to be priced in already.

Added lot on Friday and today https://t.co/NyP9ihk4HZ