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2026

NOW Breaks Out, NVDA Prefers a Slow Grind; Data-Center Risk Is a Fast Retreat
MSFT Overbought Divergence Is Not an Auto-Sell; Do Not Chase NET
QQQ Needs One More Push, and the Shorts May Supply It 20260805
After the SPX High, QQQ Is the Real Test 20260804
Big Tech Is Rising Again as AI Software Takes the Lead 20260803
AI Is Already Paying — But the Market Only Rewards Proof 20260731
A Violent Bounce Is Not the Same as a Reversal 20260730
Microsoft Proves AI Can Pay, but Rates Still Control the Market 20260729
Semiconductors Are at Support — Chasing the Short Is No Longer Attractive 20260728
Nvidia May Be Backing Its Customers Now, and Semiconductor Risk Is No Longer Just About Orders 20260727
AI Is Still Growing, but Cash Flow Has Become the New Bottleneck
Crude Surges Past $100 as Rate Hike Risks Heat Up: Tech and Semiconductors Co-Decline 20260723
Google Cloud Surges 82%, but 2027 Capex Remains a Black Box — 20260722
Semis Ripped, but Google Is the Real Switch
Google Earnings Set the Seesaw: Software and Semis Cannot Both Win Yet
From Korean Retail Margin Crash to Tech AI Debt Line and Semiconductor Divergence 20260714
From Korean Stock Crash to AI Capex: 2026 the Make-or-Break Year for Monetization 20260712
High-Frequency AI Frontend / Agent Engineer Interview Questions and Sample Answer Scripts
Meta Disrupts Market with Aggressive Pricing; Volume Shrinks Near Highs Warning of Consolidation 20260709
Smart Money Is Not Chasing AI, and the Market Is Moving Toward Its Risk Lines
Semis Broke First, But the Index Has Not Fully Caved Yet
Tech Got Another Lift, But Semis Have Not Cleared the Safety Line
Semiconductors Hit the Brakes as Capital Rotates to New Defenses
The AI Spending Model Is Changing — and a Crack in the Semiconductor Faith
Consumer Stocks Aren't Safe Anymore: The False Strength of June's Close
A Lively Bounce, but the Direction Hasn't Been Set
How to Get Your Agent to Output Clean, Ship-Ready Work
Semis Bleed, Software Breathes — SPY Is Two Dollars from Breaking Down
Mega-Caps Take the Hit as the AI Bill Comes Due
Micron Lights the Fuse, but Tech Hasn't Cleared the Danger Zone
The 2026 'Lights-Out Factory': An Open-Source Component Built End-to-End by an Agent
Nasdaq Crashes 3%, but the Damage Isn't Enough: Three Selling Torrents Converge, and Micron's Options Bet Is Unprecedented
Are the Big Four Tech Names Dead, or Just Resting? The Lifeline of the AI Chain Gets Settled Early Next Year
The AI Industry Is Quietly Turning: Token Usage Falls, Server Rents Crash, the Semiconductor Cycle Is About to Change Face
The Fed Pulls the Rug: Hawkish Reset Triggers a Broad Rout, and Tech and Derivatives Face the Real Test
SpaceX Drains Retail, Tech Capital Bleeds Into Cyclicals
A Torn Market Under Geopolitical Thaw, but Short Squeeze Is the Real Fuel Behind Semis
An Introduction to How I Think About Options
I Participated in the Largest IPO in Human History
Tonight We Brawl: SpaceX Opens for Trading, a Liquidity Stress Test for U.S. Equities
Philadelphia Semiconductor Index Sends Contradictory Signals — Watch One More Day Before Choosing Direction
Tech Stocks: A Head-Fake or a Real Rout?
A Bounce?
Semiconductors Catch a Chill Overnight
In May, AI Cut 40,000 Jobs
The AI Bull Market Starts Marking to Market
The Whole AI Chain Just Wiped Out the Tape
US Market Daily Analysis — June 1, 2026
How Mainland Chinese Investors Can Buy the S&P 500 and Nasdaq Right Now
US Market Daily Analysis — May 29, 2026
US Market Daily Analysis: 2026-05-28
US Market Daily Analysis — 2026-05-27
US Market Daily Analysis — 2026-05-26
US Market Daily Analysis — 2026-05-20
US Market Daily Analysis: 2026-05-19
US Market Daily Analysis — 2026-05-18
My Investment Memoir
US Market Daily Analysis — 2026-05-15
Jobless, Playing with AI and US Stocks All Day — What Good Could Come of It?
US Market Daily Analysis — 2026-05-14
US Market Daily Analysis — 2026-05-13
US Market Daily Analysis — 2026-05-12
Don't Mistake an IOU for an Asset
When I Started Practicing OPC, I Realized My Past Self Was Actually an Excellent Agent
US Market Daily Analysis — 2026-05-11
US Market Daily Analysis — 2026-04-30
US Market Daily Analysis — 2026-04-29
US Market Daily Analysis — 2026-04-28
US Market Daily Analysis — 2026-04-27
The Odyssey That Accompanies a Lifetime
US Market Daily Analysis — 2026-04-24
US Market Daily Analysis — 2026-04-23
US Market Daily Analysis — 2026-04-22
US Market Daily Analysis — 2026-04-21
How to Build 2,000 Yuan a Month in Passive Income
US Market Daily Analysis — 2026-04-20
US Market Daily Analysis — 2026-04-17
US Market Daily Analysis — 2026-04-16
Reflections After Several Tail-Risk Drawdowns
After Graduating from Marriage: A Modern Male Perspective on Matrimony

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