Jimmy狐狸
@jimmyhuli
Vibe Investing & Vibe Coding
两年30倍，投资、分享美股的成长科技股
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fully agree with his argument
I fully understand the volatility drag and decay associated with leveraged ETFs. However, my market experience tells me that even for the most brutal cyclical stocks—such as shipping equities—after a steep pullback from their peaks, a 3x forward P/E is already nearing the lower bound of a reasonable valuation range. Let alone a memory industry leader with a significantly deeper economic moat.
My rational mind tells me that any further downside for SK Hynix is purely driven by emotional selling, and I should act as a contrarian and pull the trigger on a buy
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