Congratulations on achieving such an impressive return in just a few months. I also appreciate your honesty about the July drawdown. Sharing the importance of stop-losses and position management makes your experience much more relatable and valuable.
I found your use of ChatGPT and Claude for research especially interesting. AI can greatly improve research efficiency, but discipline and execution are still what determine long-term success. I also like your focus on staying within your circle of competence instead of chasing every trending sector.
My question is: @Yongjian Zhang if the semiconductor cycle weakens more than expected in H2 2026, what key indicators would make you reduce your AMD and memory positions or switch to a more defensive strategy?
@TigerClub @Tiger_comments @TigerStars
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