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彪哥_
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$SNDK I got in again this time, going long around 1742.
To be honest, I'm not particularly comfortable with this position.
The daily chart is now around 1789. Previously, it surged to 1842, then pulled back to around 1580, and has since rallied back. The price has now reclaimed the BOLL middle band above 1685, with the daily BOLL upper band near 1880 above.
What I'm focusing on is not simply "SanDisk will rise," but the recent market expectations heating up again around Trump's midterm elections and technology and industrial policies. Funds are clearly willing to re-engage in high-volatility tech assets.
So I'm willing to try at 1742, but I won't stubbornly hold on.
If the previous high at 1842 is effectively broken, I'll continue to watch; if it falls back to around 1685, I'll rather exit. There's no need to turn a trial-and-error trade into a belief trade.
Looking at $BTC, the contrast recently is quite obvious.
A few days ago, it was hovering around 80,000; yesterday it surged directly to about 86,300, and now it's still around 86,000. The market's risk appetite is clearly stronger than last week, but I won't chase shorts here either.
What I'm more concerned about now is: after BTC stabilizes above 86,000, can altcoins and tech assets truly take over?
If the market rally is just BTC pulling hard on its own, I'll be more cautious with stocks like SanDisk; if funds start to spread out, then this move in SNDK becomes interesting.
For the 1742 position, I'll hold and watch first; if uncomfortable, I'll exit.

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