02.25 Tormented by Kunlun

StrawberryIce · 2026-02-25T05:06:31+00:00

The article discusses Kunlun's investment strategy, mentioning that failing to cut positions early in the session led to subsequent declines. Currently, the holdings are less than 20%, and there may be consideration to increase positions tomorrow. Exercise caution regarding market sentiment; if funds flow into AI concept stocks, Kunlun could be driven higher, which raises the author's concerns. It also mentions ongoing plans to open supermarkets.

StrawberryIce

2026-02-25 05:06:31

Abstract generation in progress

Kunlun’s position is quite heavy. I was reluctant to sell in the morning when the market opened, but as it declined later, I gradually sold off. Now I have less than 20% of my position remaining. Tomorrow, I will see if I should add back; it’s likely to recover, but a final dip is also possible. Just take it objectively. As long as it doesn’t rally in the afternoon, that’s fine. In the morning, the sentiment was a bit high. If the mood continues to rise and the market volume increases in the afternoon, funds might flow into AI. If that really happens, Kunlun will likely be pulled up, and I’d be devastated. It’s a low-probability event. [Taogu Ba]
Today, I continued to open a supermarket, as shown in the chart:

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