Tesla's surge will continue, the rebound of internet-famous tech stocks is not far away, and stablecoins need to start being cautious!

The conflict between the U.S. and Iran is like a game. Before attacking, they announce it first—'I'm going to hit you'—and missiles fly like rockets in a livestream. Only people from both sides cheer, while others just enjoy the show and occasionally applaud. As a result, whether it's Hong Kong stocks, A-shares, or U.S. stocks, they all performed exceptionally well.

Yesterday, besides stablecoin concept stocks like CRCL, Tesla stood out the most. Last Friday, I wrote in the community about buying the dip at 324, and after it dropped further, I bought more. So, on Monday, I reaped a very nice profit.

Of course, I also used technical indicators to buy APP, and yesterday APP rose as well. Overall, I'm quite satisfied. I bought CRCL as soon as the market opened yesterday, but unexpectedly, due to Iran's missile launch, everything dropped. CRCL didn't rebound explosively like other companies.

However, considering it had already surged over 5 times in just half a month, the pullback was normal under sudden circumstances. Although CRCL withstood the market test yesterday, related concepts in Hong Kong and A-shares didn't hold up today.

As I've mentioned before, when the market lacks hot topics, it frantically speculates on companies like CRCL and CRWV. But once negative factors fade, investors prioritize large-cap stocks and safer, already-adjusted companies.

For now, many companies have undergone adjustments, with quantum computing and nuclear power being the most obvious. Even some popular tech stocks have seen significant pullbacks, with some already rebounding. RKLB, a rocket concept stock, was among the first to rebound, performing very well—likely due to the war's impact, as Starlink has directly intervened in the Middle East conflict for external communications, boosting related concept stocks.

Once these popular tech stocks start rebounding, the profit-making effect in the market will return. Naturally, overhyped stocks like CRCL will raise caution.

As for more opportunities, I'll keep tracking them closely.

2025 is destined to be a volatile year, requiring full digestion of the gains from the past two years. Thus, stricter personal discipline is needed. Everyone should plan their position management carefully. Those who value strict discipline might consider joining our community.