博弈师

Recently, these US stocks each have their own stories: Aemetis (AMTX.US), a small-cap stock that was previously under the radar, suddenly surged, turning options trading into gambling—fear of missing out and fear of getting trapped, hands trembling all the while.

Executives at Integral Ad Science (IAS.US), Natera (NTRA.US), and Workday (WDAY.US) are all selling shares, causing panic. Veteran employees are fleeing faster than retail investors. Whether to trust analysts' "strong buy" recommendations is truly agonizing.

Playa Hotels (PLYA.US) is being acquired and delisted—best to just watch and enjoy the drama.

This market makes you wonder: Is there no clear trend, or did I just miss the boat?

Today, the resource stocks completely stunned me. Alcoa (AA), Energy Fuels (UUUU), Uranium Energy (UEC), Cameco (CCJ), and United States Antimony (UAMY) all skyrocketed, with the antimony and uranium sectors soaring to the sky. As someone with half my portfolio in new energy, sitting on the sidelines and watching these old raw materials surge like this, I could only sigh and mock myself: the bull market is always in someone else's sector.

But how much further can this frenzy in aluminum and uranium go? Don’t end up losing both your position and your conviction.

Lithium stocks have been a bit active these past two days. Albemarle rebounded but hasn't yet returned to that feeling that makes you want to add to your position with conviction. UBS's target price pull was interesting.

LAC surged nearly 10% today, purely feeling like a dead-cat bounce after the previous sell-off. Holders finally caught a breather, but honestly, I still don't fully believe in a recovery—seen too much volatility in lithium cycles.

At 10 AM Eastern Time on Thursday, Trump will deliver a national address. Officially, it's said to review his so-called "great year" and preview new policy directions for 2026.

Nowadays, politics and markets are closely intertwined. Such national addresses are often not just political shows but may also reveal future policy clues, stimulating market sentiment.

Especially in areas like tax reform, trade, energy, and regulation, even slight movements could trigger rapid reactions across major asset classes in the stock market.

Retail investors may want to pay attention to the live broadcast and interpretations by mainstream media.

What stocks are there for robotaxi?

How about going all in on TSLA calls?

【Microsoft secures second nuclear power plant, "AI electricity overlord" plans for 20 years ahead】web link

Actually my account has seen 9 consecutive green days, just 2 away from the all-time record (or maybe 14, I can't remember). Historical experience tells me there's usually a pullback at this point, but the index has only rebounded 200 points from 2700, which isn't much. So I predict this correction won't be severe, though the naive investors are getting slaughtered pretty badly this time. The bottom pattern is basically confirmed, but there's no day trading opportunity (of course, we should still watch out for black swans - the U.S. side is clearly full of crises).

There was massive selling today from those front-running funds that entered on Monday and last week, as clearly shown in Figure 2. So if you don't want to be a naive investor, you have to ignore the exciting factors and stick to your own strategy and stocks. If you know nothing and just want to hear macro talk, then stay away from stock trading.

Market divergence is a good thing, we can't have dozens of limit-up stocks every day, right?

As long as the core stocks are fine.

It's just a pity that the state-owned enterprise reform didn't manage to recover in the end, sigh.

At this stage, finance is absolutely the mainstream. Those who didn't get the right cards are suffering in other sectors, but things will get better.

When it comes to stock trading, I've always believed luck plays an important role.

Just like how everyone was actually trading YINZHIJIE as an equity play, and it happened to hit the limit-up yesterday.

As long as there's market volume, everything will improve eventually.

美团我只看即时订单的增速，其他都是次要的

$TENCENT(00700.HK) 终于涨了，这是见底了吗？