#诺基亚 #NOK

In the last round of the semiconductor market, there were many “star” stocks, and Nokia was one of them. During the livestream, many fans brought up Nokia. That’s why I bought a small position too. But in the end, I stopped out at the original price and exited—I didn’t make any money.

For memory in April and May, and for optical modules—these are absolutely the hottest, most profitable, and highest-yield stocks in the entire market. On Twitter, there are countless people recommending Nokia: Nokia’s new factory, its new products, Nvidia’s $1 billion investment, and its important position in optical modules—all of these are epic-level good news.

I believe this wave of Nokia has trapped many people. When the market is strong, good news keeps coming, continually reinforcing retail investors’ confidence. Everyone is bullish—so what reason is there to exit?

I want to ask: if everyone is optimistic, and the macro picture is entirely positive, but the price action doesn’t support it—what should we do?

Do we keep holding on and bearing the position, or do we exit and wait and watch?