Alright, as predicted in yesterday's post, Trump closed his short positions, and the market rallied again. Moreover, the Federal Reserve is now under Trump's control. Anyone with a bit of common sense knows he's facing a midterm election; the news he releases won't be enough to crash the market.

Those who wanted to cut losses or already did at the lows will want to chase or chase back in after the rally.

Then, a few days later, a piece of bad news hits, and they'll want to cut losses again. Trump's playbook is old and has been performed hundreds of times.

It's really better to just sleep well and go to work. Those who are trapped should hold their shares properly. What's there to be nervous about? Those not involved shouldn't get involved. Unless you're using leverage or are heavily invested, then you really need to make a move after the rally. If you wanted in, you should have bought at yesterday's pre-market low and been done with it.

The development of the stock market is determined by economic demand, reflecting the profitability of good companies. A person probably only gets one chance in a lifetime to experience a full Kondratieff cycle, which lasts about 50-60 years. This cycle, starting around 1990, is expected to end around 2033-2040. We are currently in the era of the AI revolution, which is undergoing infrastructure development. After four years of rapid growth, capital has driven the 'shovel sellers' (companies providing the tools) to new heights. Initially led by NVDA, Broadcom, TSM, it shifted to being led by Micron, SK Hynix, Samsung, SNDK. After going through a de-bubbling phase, capital is shifting to the AI application end, continuing to push the market higher. Any major market drop, de-bubbling, or so-called crash during this period is paving the way for the full-scale prosperity of AI construction in the next three to five years. Any major bear betting against human destiny and touting the inevitable failure of AI will either fail or only make peanuts during this major cycle.

We ordinary people, caught in this major Kondratieff cycle, just need to be optimistic and firmly believe in the victory of the human AI revolution. If you're skilled, trade individual stocks. If you think you don't understand, mindlessly wait for a big drop to buy SPY, VOO, QQQ, and hold firmly for a few years. Every de-bubbling is for higher future gains. It's just that this trough lasts a few weeks or months; nothing to be afraid of. I'm often trapped for eight months or a year and I'm used to it. In the end, I still break even and make money.

Making money isn't that hard. Getting rich quick from stocks is hard. Losing a lot of money isn't easy either, unless you mess around yourself.

Of course, also block those bloggers who keep being bullish during rallies and turn bearish during drops. They have no analytical ability, are emotional, and like to mock. I went on X yesterday and blocked another batch. Rises and falls still have their internal logic.