Thinking too much makes it hard to reach a consensus.

How many times can one fight in life? The suppressed emotions have given the market an outlet for venting, resonating with the early buying rush in the A-share slaughter script. Predicting whether the index will form a "golden duck head" or a "dead duck head" is not important because it's not certain enough. Trading volume has returned to 2 trillion, and the high-quality casino paradise 2.0 is now open.

The main drivers of the current market are capital and sentiment. Anything that requires too much thought is less likely to reach consensus. Can listening to complex value and earnings analysis on Douyin or Xiaohongshu make you charge ahead? Everyone knows what gets people hyped—no matter how dumbed-down it is, it dominates the herd at this moment. The mess left behind is always a story for later. In the long run, we are all dead. YOLO and FOMO are the dominant forces in the current market.

Take a simple example: CATL's Q3 earnings report actually reflected strong demand, unmatched by most industries in value allocation. Q3 shipments reached 125GWh, with domestic power battery and overseas energy storage demand exceeding expectations since August. The company is operating at near-full capacity, with projected shipments of 580-600GWh in 2025, growing 20%-25%. After reading this, it sounds pretty good—very value-oriented. But you still need to calculate whether the recent gains (though market-driven) have already priced in these expectations, reasonable valuation blah blah blah...

That's how the casino works—just two horizontal lines and one vertical line are enough. Value investing, on the other hand, requires a lot more consideration.

The sharp pullback at Friday's close created enough divergence for the market's subsequent movement, reducing the likelihood of a Monday climax where chips are handed over to retail investors. A wait-and-see stance is the best buff for a market rally.

Based on casino logic, first, pass on value stocks that require too much thought—wait for an oversold opportunity. Although finance is a sector the bull market can't forget, whether it's the massive retail investors trapped at the top or Friday's unworthy performance, it's just doing the grunt work of setting the stage for the show, more like a basic option on the gambling menu. Success or not, "stumbling blocks" are the first priority.

Overall, the casino is built on the hype logic of "self-reliance," centered around Huawei, AI, and the "stumbling block" industry chain. Gambling codes depend entirely on luck, favoring those that have shown strong consolidation since October 8th and hit new highs without trapping retail investors. Use 10cm for trend defense and 20cm+ for emotional offense.