老胡稳稳地增值

Today I really experienced what market divergence means: Zeta and Nerdy, which were bought by institutions, still fell; education stock Gaotu was misled by news and directly collapsed, and Grindr also lacked vitality.

As a result, IREN soared directly, proving that the computing power sector isn't over yet. Every time I want to stay calm and not move, but when I see this kind of explosion in the AI mainline, I can't resist chasing it. If I'm a bit more daring, I might even earn some meal money.

UFO can still rise, the space economy is not a joke. Last year's turnaround was already impressive, and now it's still optimistic until 2026, even military spending can become a positive. A niche variety suddenly emerges, could it really become the next unicorn?

OPAD surged +44% in pre-market today, which is insane. Supposedly it's a huge profit, but the turnover is too intense and it's in the real estate sector, with negative shadows looming every day. Every time these small-cap stocks have big fluctuations, it's a thrill for those who missed out and a scare for those who bought in. I really don't dare to chase; even short-term trading requires intense focus on 快手. I'll just stay zen—this market is too easy to get burned.

MINISO's continuous surge seems to have left me out in the cold again. Everyone keeps talking about the Top Toy spin-off, but I'm still hesitating and didn't dare to chase. Today it gave me another cold shoulder with a -2% minor adjustment—my sentiment just can't keep up with the hot money's rhythm. Lin Qingxuan just went public and the hype hasn't even cooled down yet, but its stock price is now fluctuating wildly. The funds that rushed in all at once are probably feeling a bit uneasy too. I think it's all mostly driven by sentiment—I'll keep holding cash and wait for this frenzy to subside a bit before making any moves.

Today, the two stocks in robotics and AI chips, $HORIZONROBOT-W(09660.HK) and $BLACK SESAME(02533.HK), are quite interesting. Tesla's hype has started again, making me almost unable to resist chasing the high. On the lithium mining side, $GANFENGLITHIUM(01772.HK) and $TIANQI LITHIUM(09696.HK) are full of drama—one under investigation and the other dragging on a joint venture—giving me a headache. Lithium carbonate has been weak lately, but the new energy sector's cockroach-like resilience still has people holding on. China Isotope & Radiation is just chilling, neither rising nor falling, treating it like a deposit. In this market, chasing the trend risks getting trapped, and holding stocks risks losses—it's a lose-lose situation. 🤦‍♂️

Disney suddenly surged 2% today. The market reacted faster than I expected to the news of OpenAI collaboration and IP licensing. My position, which had been stagnant for half a year, is finally not just dead weight.

For me, it's not just about whether it rises or not—at least it's not a one-sided beating. I can finally catch my breath.

I'm well aware that AI + IP is still driven by sentiment now, and there's still a way to go before actual performance materializes. But as long as this concept doesn't cool down, there's room to maneuver before the earnings report. The current state has finally shifted from "just enduring" to "having options on how to handle it." Good, at least it's not passive suffering anymore. 😄

$Disney(DIS.US) $Sony(SONY.US) $Netflix(NFLX.US)

I have no idea how to play with FBL.US leveraged ETF. What's the principle behind the 2x leverage? If META doesn't rise strongly, will it just break my heart? I don't really understand how to choose entry and exit points, always scared by the volatility…

Breaking through one trillion is not a problem, but breaking through 200 is a problem $Meituan-W(03690)$

Sold Tencent at 218, now reduced position to 30%, walking the talk.

I've told you long ago, I've been dealing with Mr. A-share market for 15 years, and I know his temper best. To put it bluntly, I understand what most of you really think. Many of you, after talking with me in the stock market for just five minutes, I can tell what kind of personality you have. Why do I understand you so well? Because Brother Ba has walked this path himself—everything you're experiencing now, I've already been through.

Now that you see consumer stocks starting to rise, many of you must be slapping your thighs in regret or rushing in impulsively again. Remember, back when Brother Ba bought Wuliangye at 108 yuan, you all called him a clown. That's human nature.

Alright, Brother Ba is particularly happy today and can't help but share some valuable insights. Listen carefully, because I won't say this again in the future.

When a stock is in a pessimistic phase, everyone desperately looks for negative news, thinking a P/E ratio of 10 is still too expensive. In reality, this is precisely when you should buy, buy, and buy—don’t be afraid of the dip. The assets are already giving you a 10% return. Even if corporate profits decline, the stock price has already reflected this negative expectation. It’s precisely when everyone is pessimistic that you get a great opportunity. This is Mr. A-share market for you—when pessimism hits, everyone is terrified and loves to follow the crowd. Generally speaking, a perpetual consumer stock can sustain a P/E ratio of 25 because interest rates are low. Interest rates are the spearhead of all asset pricing. Good opportunities usually don’t wait for you too long—you need courage. Don’t panic and abandon ship at the slightest market turbulence. That kind of mentality is unacceptable. What you need to do is see what Mr. Market can’t see in advance. Got it? That’s all for today’s lesson.

$Wuliangye Yibin Co., Ltd.(SZ000858)$ $Inner Mongolia Yili Industrial Group Co., Ltd.(SH600887)$ $Fuling Zhacai Group Co., Ltd.(SZ002507)$

Reply: XPeng, just play it short-term and dump it. There's no logic in going long. Nio is already on the verge of collapse. //:Reply: Not as daring as you, even started buying lace. I'm in securities and still hold some XPeng; retail investors are advised to buy ETFs.

Feels like it's better to stick with NVIDIA's coattails

It needs to rise to 200, with a market cap surpassing AAPL, to deserve the title of the biggest bubble

$PDD(PDD.US) takes a step further than the giant

BYD Company (SZ002594)'s Denza (1.4k) was indeed kicked out of the top 10 rankings as expected, showing a downward trend, which is also reflected in the Z9GT's failure to capitalize on its strong potential. Despite all the talk about "user co-creation" and Zhao Changjiang being dubbed the "Chief Co-Creation Officer," it turns out to be just empty slogans, with no real implementation in management or actions. "Listening to advice" is actually synonymous with "patching up mistakes," and there's been no improvement from the N7 to the Z9GT.

BAIC BluePark (SH600733)'s Arcfox and Great Wall Motor (SH601633)'s Wey brand appeared in the top 10, with the Blue Mountain's sales stabilizing. This week, BYD's Seagull overtook Tesla's Model Y again. The sales of the Fang Cheng Bao 5 seem to have stabilized, appearing on the PHEV rankings, and it's highly likely to continue outperforming Great Wall Motor's Tank 300. The Han DM sold 3,012 units (2,459 last month), while the Han EV sold 1,780 units (2,027 last month). There's a chance this month to surpass the 20,000-unit sales milestone. Geely's Galaxy E5 can almost be declared a challenger to the Yuan Plus's dominance.

$BYD(SZ002594)$ DENZA (0.14k) was indeed kicked out of the top 10 rankings as expected, showing a downward trend, which is also reflected in the Z9GT's failure to capitalize on its strong potential. Despite all the talk about "user co-creation" and Zhao Changjiang being dubbed the "Chief Co-Creation Officer," it turns out to be just empty slogans. Neither the management mechanism nor actions have followed through. "Listening to advice" is actually synonymous with "patching up mistakes." From the N7 to the Z9GT, there's been zero improvement.

$BAIC BluePark(SH600733)$ ARCFOX and $Great Wall Motor(SH601633)$ WEY have made it into the top 10, with Blue Mountain sales stabilizing. This week, BYD's Seagull has overtaken Tesla's Model Y again. The sales of Fang Cheng Bao 5 seem to have stabilized, appearing on the PHEV rankings, and it's highly likely to continue outperforming Great Wall Motor's Tank 300. Han DM sales are at 3,012 (2,459), while Han EV sales are at 1,780 (2,027). There's a chance this month to surpass the 20,000-unit sales milestone. Geely's Galaxy E5 can almost be declared a challenger to the Yuan Plus Messi.