Who moved the mainline electricity's cheese? (Lithium batteries OR innovative drugs)

Liking is a virtue! Keep it up is the polite talk from the big shots! Tipping is the swagger of the tycoons! Hitting play is what the baby misses you! [TaoGuba]

Thanks to the 10 heroic fellows who topped up the previous main post with support. Wishing you that your “oil tickets” will seal the board, and the stocks will also seal the board!

Tycoon Tipping Leaderboard

Leader of the pack: @枯木脱胎
Second in command: @TIMLIAO2014
Third in command: @祥瑞之家
Fourth in command: @Vanish1114 @建华炒股
Fifth in command: @淘小丫 @牛头人卓恒
Sixth in command: @bF518 @旁观者0527 @日进一卒终成帅
Seventh in command: @莫奇奇 @赖不迷 @彩彩001 @勿以为 @许平凤 @小宝1105 @势量价2025 @庄哥说股 @沧海一颗草 @tiger老谢 @A3000洞见本源 @青衣侠客 @雨田lm @小鹿2022 @小土堆爆金币 @王wang5 @踏碎星辰 @烽火边城 @熙熙爸比 @guoguojiang1 @刀剑笑66 @夏天的风雨雷电 @海禅抓牛龙 @沉默金金 @石头哥10 @elovem @乐百是 @量化股海 @来日方长666

At the same time, congratulations to those who, over the past nearly 7 days, advanced to become Golden Babies after earning 25,000+ points through tipping:
@无惜, @86旅游, @势量价2025, @雨田lm, @满仓涨停88, @丹书潭影, @桃天下 @喂喂要改命, @睿汶一哲,
@怒马鲜衣时, @bF518, @SYQLP, together we’ll make progress on the road ahead in investing!
Looking forward to more Golden Babies joining the big family, and learning from doing—discussing while trading!

Main text:
Judging from the evolution of historical processes, every new dynasty’s founding process will face relentless counterattacks from entrenched old powers, as well as challenges from some up-and-coming local forces that are itching to become kings on their own.

On Thursday and Friday, the power sector’s main theme began entering a stage of intense divergence. By the weekend, many friends started speculating that power is already gone, and that lithium battery and innovative drugs will become the new main theme. Yesterday, Xiao Ming took part in a weekend salon event for stock enthusiasts in Quanzhou. We have a huge disagreement on what the next stage will look like. Below, Xiao Ming shares a few views about the future to exchange with his good friends:

1. Power’s first stage in January: with China XD Electric as the main big army, followed by Three Transformations Technology, Baobian Electric, and Hanlian Shares as the trend multi-wave pattern; consecutive-limit (limit-up) plays include Bofi Electric and Guangdian Electric.
   In the first stage, besides China XD Electric looking a bit eye-catching, it would generally be hard for ordinary people to notice this power sector (transformer equipment). Back then, it was precisely the疯狂 acceleration period of commercial spaceflight at the end of the chain, with extremely strong money-making effects. Starting in the second half of the month, commercial spaceflight then suffered a brutal decline; countless short-term traders got trapped. Right after that, gold and silver kicked off every day’s weak-to-strong rally, directly pushing into the高潮 of the A-kill. The time node was January 29. Gold and silver ended.

2. Power’s second stage in February: with Hangdian Shares hitting consecutive limits to strengthen the uptrend as the core. Shunna Shares, Three Transformations Technology, China Zhongchao Holdings, Baobian Electric, Ausen Integrated, and Yabo Shares are rotation “little brothers,” while Hanlian Shares are the “crossover” variety. In this stage, the money-making effect is also generally average, because the upside isn’t opening up; most people play within the four-board (within four consecutive limit-ups), using rotation tactics. The market also shrinks in volume, and with AI smart agents and Imeng 2 interspersed later, the tungsten money-making effect from base metals became even more obvious, because the capital that trades tungsten is more focused. Until February 27, Yunen Holding broke the first compressed 5-board space.

3. Power’s third stage in March: the strongest uptrend phase represented by Huadian’s two big players. The biggest significance of Yunen Holding’s breakthrough is to open up the suppression on space. But the node happened to coincide with the incident where “a Persian cat was beaten up,” so the sudden event explosion pulled the market into war-theme material. So Yunen, when it broke the bottleneck and led little brothers like Ganzneng Shares, Huayin Electric Power, Shenma Electric, and Fuling Electric, all got seriously “bled” by war themes—none of them truly had anything in real terms of staying power. On the other hand, Shunna Shares, Hanlian Shares, and Falsheng—these three followed the trend and ended up forming multi-wave patterns. In the second half of March, represented by Huadian Energy and Huadian Liaoning, Huadian’s “two brothers” began their performance: two dragons playing with a pearl—one chasing the other, you catch up and I’ll go faster—pushing the entire power sector into a strong money-making uptrend. This first phase in fact was essentially about power generation plants—i.e., the substitution logic for new energy. For now, I’ll call it the “self-reliant and controllable” end of energy.

4. The energy crisis triggered by current global instability can be clearly judged in the short term: it won’t end. Our country is an oil-importing nation, and there is an urgent need to break free from being constrained by oil resources, so finding emerging energy to substitute has major significance. In addition, the 155 plan wrote “computing-electricity coordination” into it for the first time, and the top level also rolled out a 4 trillion plan. We also won’t miss this opportunity for ultra-high-voltage technology to export power overseas. As computing power demand surges geometrically, the electricity gap keeps widening. More importantly, the weather has already started warming up gradually. This summer, Xiao Ming feels it will set a historical record high-temperature. This year is Bingwu year, a year of double fire!

Speaking of this, I’ve got to go drink an ice-cold cola! Bullshitting ends here! For next week’s stock pool, I won’t write it, and I won’t draw the treasure map either—every time I bring it out, the quant crowd just picks up bargains!

Next, April should have a very strong money-making effect. Wishing all the babies a long run in stocks—up every