Finance with wisdom, knowing when to hold and when to let go; prioritize risk control before seeking returns.
Daily in-depth market analysis, with exclusive one-on-one guidance; Adhere to long-term, steady appreciation, and reject short-term speculation and games of chance.
Plan first, then act; know when to stop, and you’ll gain. I am Ding Qing—together with you on this long journey through the market.
SanDisk is now having its momentum compressed into a narrow range of just 65 points. The pressure on the other side is building—soon it will need to choose a breakout direction. After that, it will most likely develop into a severe two-way tug-of-war.
At this stage, this kind of narrow-range chop isn’t suitable for heavy-position, high-stakes play. If you want to trade the range back and forth, you must keep it light—no matter whether highs are high or lows are deep, use a light position! A safer approach is to wait until the amplitude expands back to normal daily fluctuations (120–180 points), and only then enter the market in a proper way.
During the consolidation/accumulation phase, stop-outs from back-and-forth sweeps are the easiest to trigger. Don’t rush to place orders—wait patiently for the price action to show its direction.
In the 615–655 range, multiple times you get opportunities to get in. If you’re afraid of heights or greedy for cheap prices, then just miss out on the main upswing. Key point: this is a trend reversal, not a rebound!
As early as the beginning of July and August, I had already clearly stated my long-term bullish outlook for this setup. I also said that this direction could only truly unfold after August!
Getting the big direction right doesn’t mean you can just blindly enter and lie back for guaranteed gains—unless you’re at the position around 615 that I emphasized at the beginning of July.
In this upswing, there’s a very strong forced-buy thrust mixed in, and when it rises, the momentum is truly unstoppable.
Even if the long- and mid-term big direction is correct, the short term will still see extreme volatility. Chasing at high levels, holding heavy positions stubbornly— even when your trend judgment is right—you can easily be shaken out while markets whip back and forth.
Now the market’s heat is rising, and the screen is full of talk about striking it rich. You must distinguish two things: trend analysis for the mid- and long-term is one matter; short-term entry and position/ship-size risk control are another.
Looking at the mid- and long-term, it doesn’t mean ignoring triggers and making mindless bets—your entry level is especially crucial!
As things heat up, the more you need to hold the tolerance line you set for yourself. In the midst of the celebration, the so-called “risk line” often hides during the moments when everyone relaxes their guard.
Crypto—don’t just see the rally; you need to understand the logic behind it:
In the early stage, the market was stuck in sideways movement for a long time. Over 80% of participants were effectively just “trapped,” and a large amount of leveraged positions accumulated during that range.
Once the U.S. Treasury repo news hit, yields fell. Combined with favorable policy, BTC broke out directly.
The acceleration in the second half of this move is a textbook case of forced liquidations, similar to what happened on the 17th—same mechanism. The outcomes are obvious: liquidations stop out positions, leverages get wiped, and passive buying pushes the price higher and higher, until it rides ahead uncontested. As a result, ETH and SOL also benefited.
Looking ahead, there are three points: Can it hold the new high? Can spot inflows keep coming in continuously? And will U.S. Treasuries reverse again and strengthen?
If this rally is merely liquidation-driven—then when it comes on fast, it will end fast too.
But if spot inflows keep up as the relay, and the earlier resistance levels turn into support, then this rally level is completely different.
So the next two days are truly the real “touchstone.”
If BTC holds its high range, and ETH and SOL keep increasing volume, then it’s not just simple liquidation.
If it drops quickly back into the earlier consolidation channel, then this round can be viewed as a large-scale liquidation-driven rally.
Once you understand the underlying logic, you won’t be carried away emotionally by the headline “pump” on the surface.
Sandisk SNDK’s current focus is on the two key levels of 1650 and 1750.
Only if it effectively holds above 1750 will it have the conditions to further test 1800–1830; only when it breaks higher with strong volume and holds firm above 1830 will this primary up-leg truly be considered a real return.
Bearish scenario: if 1650 is lost, it means this round of upside is mostly just a rebound after oversold conditions. If 1600 is also broken, be wary of the risk of a second pullback.
In one sentence: for SNDK to upgrade its rebound, 1750 is the hurdle it can’t get around.
Hynix is used to verify the “winning hue” of the memory industry, while Sandisk is the vehicle that amplifies that industry confidence into actual market-price volatility.
For short-term trading, it’s about capital and sentiment; for longer-term swings, ultimately you still have to see whether the HBM actual demand flow and NAND prices can land and be realized.
Big Bings big plan for opening up upside room focuses on three key points:
Technology: Break through 650 and hold steady; the long-term target is 674
Policy: On August 19, the White House meeting—whether any substantive policy measures are implemented will determine whether policy-driven sentiment can continue
Capital: ETF returning to sustained net inflows is the confirmation signal for Big Bings capital
At present, the market is still in a range-bound consolidation pattern; volume is insufficient, and neither policy nor capital has yet provided a clear answer.
So it is only suitable for cautious optimism, not for betting on a direction too early.
Just my personal viewpoint and not investment advice