叶奈法还是特莉丝

That's just how it is. Thought and execution must be in harmony. I made several consecutive put trades before, got beaten up a few times during the process, and forgot my original intention. Although other things kept me from watching the market at night, staying focused at all times is still very important. The accumulation of wealth will note the price for you if you get distracted. It's a bit of a pity and mentally draining to have missed out on so much of such excess returns.$Invesco QQQ Trust(QQQ.US)

Recently, QQQ has been a bit hard to understand. The weights I hold have fallen this much, yet why is QQQ so resilient to declines? In the past, it would have dropped at least 3%. Moreover, the volatility of both the end-of-month and recent options has decreased. Does QQQ also have the national team providing support?$Invesco QQQ Trust(QQQ.US)

So fragrant. Bought at 1.4 and went to sleep, half of the position was sold at 2.8 by a conditional order in the middle of the night, which basically means the remaining holdings are free. Continue to be bearish tonight. If it breaks downwards tonight, I'll get a little of both long and short puts.$Invesco QQQ Trust(QQQ.US)

One put a day, feels great$Invesco QQQ Trust(QQQ.US)

Want to open an out-of-the-money QQQ end-of-day put every day at market open$Invesco QQQ Trust(QQQ.US)

In comparison, I still prefer the recent market conditions; it's perfect for trading expiration options. Cherish the moments of high volatility when a clear direction emerges.

There is also a classic saying: "Only non-consensus predictions can make money."$Invesco QQQ Trust(QQQ.US)$Alphabet - C(GOOG.US)$Tesla(TSLA.US)$NVIDIA(NVDA.US)

Although I don't do strategy allocation, I can clearly feel that the volatility of heavyweight stocks has decreased. Currently, funds are flowing into small-cap stocks and concept stocks. It makes sense.

2026 will be the most critical year for testing AI implementation. $Tesla(TSLA.US) will definitely be the highlight of AI implementation—autonomous driving, robots, and space. Recently, funds have already voted with their feet. As a certain influencer put it, the infrastructure for AI is already in place; it's just a matter of whether there are vehicles running on it.

From my perspective on value allocation, whether it's autonomous driving, robots, or anything else, it's not too late to invest once deployment reaches the level of 1 million units/vehicles. Only when commercial mass production and deployment are achieved will it be the time for a Davis Double.

For example, Meta's glasses and Apple's VR concept are both great—everything is great—but if they don't cross that volume threshold, it's hard to achieve multiple growth.

Also, I chased a bit of the space sector on Friday for fun and made a few points, but I still got off. Waiting for more certainty.