CycleProfessor

The US stock market has opened, down slightly by 0.78%
The Huang Leader's call for sectors includes only four stocks stimulated by positive news
Nano Micro Semiconductor, 800 VDC rack architecture design
IREN signs 800 MW Australian data center power transmission agreement
Maweier $MRVL Huang Leader's favorite, the "trillion-dollar company" with a quarterly net profit of 30 million
Intel full-stack AI computing platform
All optical modules are shut down; if they can't recover, A-shares will drop significantly tomorrow!

My cousin-in-law from my hometown called me and asked
whether she could buy some optical module stocks.
I advised her to set up a regular investment in Q.
During the New Year, she had just bought silver…

Master Huang said $MRVL is a trillion-dollar company
Directly causing Mawei'er to surge by 30%, and the market immediately believed it
Now is the best time for U.S. stock speculation because you only need to blindly buy around Nvidia's industry chain
Mawei'er is still a high-end chip supplier for Zhongji Xuchuang domestically
Zhongji Xuchuang is now the top weight in the CSI 300, and also the current bull market indicator for A-shares, with the final buy-in being an "U.S. stock sector" asset that adds geopolitical risk
Mawei'er supplies high-end chips, Zhongji Xuchuang manufactures,

Lu Xiaotong said:
“The recent wave in the US stock market is very similar to the crypto circle, only the evangelists in the US stock market are more cultured. When they preach, they clearly explain the performance, then call you to get in. In the crypto circle, it's don’t ask, just call you to get in 😂”
Now it has entered a mode of believing first and making money first. Now everyone is not only stacking memory, but also buying optical modules to stockpile. The theory of stock prices in the US stock market is also failing, as if it’s about to break out of an extreme FOMO mode, making thos

Why is everyone buying U.S. stocks now?
Last year, major shareholders in A-shares reduced holdings by 400 billion yuan, this year they reduced by 120 billion yuan, and the national team’s funds also withdrew, fully implementing the policy of letting some people get rich first!
The crypto world is now dominated by project teams completely scamming retail investors; these two markets are unplayable, and there’s no incremental market.
The game is between existing funds and the liquidity premium is too large.
The underlying logic of U.S. stocks is completely different!

Friends who read Simplified Chinese should be grateful to Duan Yongping for buying @Pop Mart@.
After achieving results in business and investments,
especially after immigrating to the United States, he could have held U.S. stocks like Apple, Nvidia, and Google to make money, but he still chooses to hold Moutai, buy Chinese concept stocks like Pinduoduo, and now supports new consumption, Pop Mart. Isn't this also a kind of investment attitude?
This might be the best companies that Mr. Duan has carefully selected among all domestic companies...

Tiger, Futu was cut off by the domestic authorities in this wave
Thoughts on some underlying reasons:
Maybe the "water" is not enough anymore
AI sector chips, storage, liquid cooling companies should be viewed rationally
Although I remain optimistic about AI in the long term
As AI explodes in popularity, top companies in various sectors have skyrocketing performance
Any stocks related to AI at home and abroad are doing very well
It has now shifted from performance-driven valuation to capital-driven
Everyone has also shifted their focus and positions
China and the US are like

Tiger, Futu was cut off by the domestic authorities in this wave
Thoughts on some underlying reasons:
Maybe the "water" is not enough anymore
AI sector chips, storage, liquid cooling companies need to be rational
Although I remain optimistic about AI in the long term
As AI explodes in popularity, leading companies in various sectors have skyrocketed in performance
Any stocks related to AI at home and abroad have risen very well
It has now shifted from performance-driven valuation to capital-driven
Everyone has also shifted their focus and positions
China and the US funds are

Kazuo Inamori has a particularly inspiring quote:
Before the fishermen go out to sea, they don't know where the fish are, but they still choose to set out because they believe they will return with a full load.
Many times in life, it is only through choosing that opportunities arise; it is only through believing that possibilities become possible.

Rarely staying up late, writing a few notes of my own:
Investing is like being a person; you need to choose quality assets from the trash.
Choose to be a long-term friend with quality assets.
For example, in the crypto world $BTC , in A-shares, Changjiang Electric Power and Moutai, in the US stock market, $BNB Nasdaq 100.
Focus your energy on this kind of activity that requires no special skills, just buy when most people are afraid, and sell some when the market is overvalued.
Ordinary people should first achieve beta returns, then talk about alpha returns. Consistently underperforming beta

I thought I sold at the floor price, but who knew there was a basement...

Buffett has just accepted an interview with CNBC, sharing his latest 10 judgments on investments:
1. The US stock market isn’t cheap right now, so he hasn’t made a move;
2. He won’t enter just to profit from a 5% rebound—what matters is that he wants to make a big gain;
3. He has $3500 billion in cash;
4. The real opportunity is a drop on the level of a 50% plunge;
5. The recent market decline doesn’t amount to anything at all;
6. He admits he sold Apple too early;
7. Apple’s current price still isn’t cheap enough;
8. If the price gets low enough, he will buy Apple again in a b

The European defense sector has completely gone on a rally.
In the past two days, the Europe-focused defense ETF $WDEF has surged nearly 12%.
This level of gap-up is driven by the resonance of three forces:
First, the EU just approved a defense plan worth about 1.5 billion euros, with substantial funds precisely allocated to missile, ammunition, and counter-drone production.
For defense companies, this is not just policy support but real orders and confirmed revenue.
Second, market confidence is shifting:
Recently, Trump again cast doubt on NATO in interviews, explicitly mentionin

Say something unpleasant:
The wealth of ordinary people has greatly shrunk, and in 99% of cases, it doesn't come from inflation but from investing, starting a business, lending to others who don't repay, and borrowing money at high interest rates.
For ordinary people with limited understanding, especially some so-called middle class, as long as their bank deposits exceed two or three hundred thousand, they can't help but to mess around aimlessly.
The fundamental reason for the significant loss of wealth among ordinary people is reckless experimentation, not inflation, because inflation h