BB

顺哥。这个周末因为Trump 团队的喊单MU, 今天MU 一飞冲天。估计1000 是短期目标。ionq Rgti 今天虽然有一点跌幅，但是我个人认为因为政府开始投入，量子股应该还会有一波50 percent 启动。所以我也买回来一点了。现在大家都fomo,所以做空非常艰难。BB NOK 这些也应该还没有升完。现在有一点像2007 你时候，股市涨不停，Big short 的人虽然知道股市已经非常超买，一定会跌下来。但是股市就是不停的升。一直到2008 才爆雷。所以有一句话大家需要记住。The market can stay irrational longer than you can stay solvent.”市场保持疯狂、不合理的时间，往往比你账户做空撑得住的时间还长。

Cybersecurity has now overtaken the Semiconductors as market leaders, at least for the quarter. 94% of $BUG stocks are up since reporting earnings, while just 76% of $SMH . We'll get results from $ZS $S and $OKTA this week, with $PANW and $CRWD next week, but in late June, $BB will report. The company reported A+ earnings last quarter, and now appears to be in Stage 2. https:// earningswhispers.com/wrs