The new energy sector is really hard to describe in a few words. FSLR and CSIQ have been taking a beating again these past two days, especially Canadian Solar, which has almost halved in three months, catching up with the A-shares. Although there's some anticipation for the new business, the market is simply not giving any face right now, feels like a whole basket of people are cutting their losses. But on the other side, GE Vernova is like it's on steroids, doubling within the year. Has all the money gone to AI+power consumption? New energy is being dumped like a rat crossing the street now, can only silently chant in my heart: the wheel of fortune turns, quietly waiting for the next cycle.