LuckyH
2026.07.27 14:57

Sold some Apple, added some Tesla.

The slippage on the 2x Tesla is quite severe. This kind of market condition is very unsuitable for 2x long positions. Neither reducing nor adding makes sense; I can only play dumb and hold tight.

The logic for 2x TSMC is the same. It has already dropped significantly from its highs. Although there's still a decent profit cushion, seeing this erosion hurts.

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