Looking at the aerospace market surge earlier this year, my mind immediately recalled the shadow of last year's robot rally. Remember? Robots also experienced a huge surge back then, but what happened next? It was followed by a long period of adjustment, taking almost a year to recover.



Now, the situation in aerospace seems even more aggressive—rising too rapidly and overextending itself. The key issue is that most aerospace-related targets lack a clear profit pathway, which makes it even more dangerous. Once this wave passes, don’t expect them to perform well for a long time.

The investment logic is actually very simple: if you believe, believe early—early belief means early profit; if you don’t believe, then don’t believe at all—at most, you won’t make money but can preserve your capital. Never waver back and forth.

Honestly, besides the aerospace trap, there are good buying opportunities popping up every day in several other sectors. There’s no need to chase high-risk stocks. Instead of chasing risky high-flyers, it’s better to study sectors with more stable opportunities.
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LightningHarvestervip
· 01-10 16:24
Space exploration this time is really a bit scary, overextending too aggressively I was also trapped inside the robots back then, and now looking at space exploration, it feels like history is about to repeat The key is that there is no profit path, so how can it be driven up Instead of betting on such high risks, it's better to look for other opportunities with stronger certainty Don't be blinded by FOMO Robots were also crazy like this at the beginning, and you all saw the results Early believers could make money, latecomers are just chives, there is no middle ground A trap is a trap, don’t force your way in
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ForkThisDAOvip
· 01-10 15:53
This wave of aerospace is really like a robot clone, but with even more aggressive blood... Daring to boast without a profit path, sooner or later they'll have to pay back the debt.
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Layer2Observervip
· 01-10 15:08
Wait, we need to carefully examine the profit path. Many aerospace targets are actually driven by expectations rather than fundamentals, and there's a significant difference there. How can we quantify the overextension of gains? Besides looking at PE, are there other dimensions to consider? That round of the robot sector was indeed tragic, but aerospace and that background are completely different. Is this comparison reasonable? Rather than saying swinging back and forth, it's more about not understanding your risk tolerance. It should be set from the beginning. I just want to look at the data—how much gain is considered overextended? Is there any historical reference? I agree that stable sectors are more worth studying, but how do we define the boundary between stability and high risk?
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UncommonNPCvip
· 01-09 11:56
The wave of robots has also trapped me before, and now aerospace is pulling the same stunt... Truly incredible --- Basically, it's unsupported by real performance; such hype will collapse sooner or later --- Instead of chasing these illusions, it's better to find some assets with cash flow for steady gains --- Believing early and earning early, or believing late and becoming the bagholder—this logic is flawless --- I think the aerospace trap still needs several months to play out, the risk is a bit high --- Last year's lesson from robots isn't learned yet; it's the same pattern repeated --- They dare to rush without even having a profit path, they're just gambling --- Actually, there are many opportunities now; why insist on biting this hard bone? --- Overextending so seriously will eventually have to be paid back; it all depends on who ends up as the bagholder in the end --- I'm still optimistic about sectors with solid fundamentals; take it slow, no rush
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MEVHunterNoLossvip
· 01-09 11:53
I was also an eyewitness to that wave of robots, a bloody lesson indeed. Now the aerospace momentum is really a bit scary. Wait, you're rushing in without figuring out the profit path? Isn't that just gambling? The saying "the sooner you believe, the sooner you earn" is not wrong, but the problem is, who the hell can know what "early" really means? Instead of messing around with these vague and intangible things, why not dig into opportunities with real cash flow? Isn't it better to make steady money? This wave will probably trap another batch of people, I can see it and it hurts. Other sectors are indeed daily losing pie slices; why insist on jumping into this pit? Wavering back and forth is the fate of most people; it's hard to truly be decisive. Honestly, most people can't tell the difference between investing and speculating — just following the trend. How long has the story of robots been around? Do people have such a short memory? Anyway, I can't understand where the logical chain of aerospace is.
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LiquidationWatchervip
· 01-09 11:46
This wave of aerospace is just a replica of robots, overextending too much, without a profitable model, it's just a paper tiger. Early belief in making money, late belief in losing money, swinging back and forth is just courting death. Instead of chasing this trap, it's better to look for sectors with real cash flow to play. Was the lesson from robots last year not deep enough? Following the trend ultimately only makes you the bag holder.
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TokenomicsShamanvip
· 01-09 11:45
This wave of aerospace makes me feel uncomfortable; it's really just a replica of robots. After overextending, it's a long torment. Everyone has a flaw: they only feel happy when following the trend. Actually, stable tracks have opportunities every day. Believe early and earn, or completely avoid it; those who waver in between are the ones who lose the most.
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ChainMemeDealervip
· 01-09 11:35
Is this the same old spiel? Haven't robots learned their lesson from last year... I really didn't expect so many people to still be picking up the pieces in aerospace. It's easy to say "buy early and profit early," but the real question is who can accurately catch the bottom? Everyone's just armchair strategists after the fact. Instead of fussing over aerospace, it's better to look for those with solid fundamentals; it's much less stressful. Let's wait and see how this wave ends; it feels like someone is going to lose a lot again.
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FOMOSapienvip
· 01-09 11:30
I also got caught in that wave of robots before, really don't want to repeat the same mistake --- Honestly, the current surge in aerospace doesn't seem right at all; things without performance support will eventually collapse --- The most miserable are those who swing back and forth, this hits home --- Instead of chasing this trap, I’d rather look for opportunities in other sectors, something more stable --- The lesson from last year's robots is still fresh in my mind; why are so many still rushing forward now --- If you believe you can make money early, go ahead and earn it; you can also choose not to touch it from the start, just don't be at a loss in the middle of the climb --- Overextending yourself so much will eventually have to be paid back; aerospace doesn't have that much room for imagination
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