Momentum

The two most valuable words in the world are:

Diligence and Perseverance!

There are quite a few bargains.

The market is a bit panicked.🤔

In the US stock market, two threads point to the same sector at once — optical communications. One comes from the "rising Oracle of stocks" Serenity; the other from Nvidia CEO Jensen Huang. Both have turned their attention to "connectivity".

Last night (December 4), the U.S. stock market experienced a sudden and strong reversal in sentiment after earlier volatility. However, this rebound was not a broad-based surge but a structural rally. Funds are pouring into the five "national sovereignty-level" hard-tech sectors: "Robot-Space-Quantum-Nuclear-RareEarth" (RSQNR). Why? Because the market has finally deciphered the Trump administration's 2026 "bottom line"—a nationwide push for hard-tech, sparing no effort to achieve supply chain autonomy. All five sectors soared together...

Black Friday! Trump is stirring up trouble again, threatening on Twitter to impose 100% tariffs on Chinese goods and restrict software exports. China immediately retaliated, announcing special fees on U.S. vessels and export controls on rare earths, lithium batteries, etc. The U.S.-China trade situation suddenly escalated, and the market instantly became tense. Just 3 minutes after Trump's remarks, the three major U.S. stock indices plummeted, catching everyone off guard. The VIX index surged 31% that day, and everyone was in "panic mode." It felt like the tariff crisis was repeating itself. The market was like a startled bird...

$NVIDIA(NVDA.US) It's frustrating to see such a drop after adding financing.