I accidentally went all-in and lost everything badly.

This post is used to record my insights and improve my understanding. As I get older, I forget things quickly if I don’t write them down.
After March 1st, I only had 80% of my position. When the market dropped, I kept buying until I was fully invested, which was too impulsive. I’ve already lost some gains this year.
Originally, I didn’t train large models like DeepSeek. The data I feed it isn’t incorporated into the model, but if I ask questions continuously, the model can maintain conversational continuity. However, deep logic isn’t retained in memory.
I used to think that stocks like ST could also be good investments. Currently, convertible bonds are high, and trying to speculate on bonds and stocks often results in losses. Investing in ST stocks might be a better direction. I’ve selected two: *ST Huicheng and *ST Zhongji, but I haven’t decided on buy or sell points yet.
Yesterday, I listened to a lecture where the teacher said that the US-Iran war has the potential to become prolonged. The only uncertainty is Trump’s TACO. If the war deepens, the Strait of Hormuz will become a key battleground. Iran controls several islands in the strait, five of which are strategic choke points. If the US sends ground troops, it could lead to combat there, which would be a significant event. Currently, US frontline bases are heavily damaged, and launching airstrikes requires long-distance flights. Rumors even suggest they might reuse amphetamines to stay combat-ready (wow). If ground fighting starts, not only could the war become long-term, but oil prices might reach $200 per barrel. Before the US-Iran situation clarifies, stock market volatility will fluctuate unpredictably. This uncertainty is stressful—when prices rise, I should sell first, and reduce my positions accordingly.