April 1, 2026 As long as it rises today, I will be bearish the next day.

[Stock market forum]

This U.S. stock market trend is exactly the same as the one we saw a few days ago, right? We’re thinking that we’re in the latter half of consolidation 1. At the start, it’s just starting to bottom out and rebound. Next, it follows the script we had in mind—grinding out a bottom.
Once it has ground out the bottom, that’s the time for us to move into the main upswing phase 2. So next, we continue to wait patiently.
The next day after it goes up, I go short blindly, only trading the inverse of the index. After continued divergence, then I turn bullish. At the close, I take stock or choose a stock that turns stronger with initiative the next day.

In the consolidation and main upswing phase 1, today is day 7 of the run. Volume is flat. The intraday gap has been filled completely. That represents the task being completed. And today is day 7, which falls into the middle-to-late stage. Continue to stay cautious.
Today’s strongest sectors: medical + AI hardware. AI hardware is a leftover product from the previous cycle; I don’t subjectively like it.

A new cycle (starting within the consolidation and main upswing phase 1): medical + commercial aerospace.
Medical: a clear-identity high board and consecutive-board height leader—Jinzhou Pharmaceutical. Other trend leaders with strong identification: Wanfangde, Sutaishen, and Lianhuan Pharmaceuticals.
Today, medical moved into the lead over commercial aerospace; the sector collectively rotated back, becoming the strongest sector in the main upswing phase 1, and most likely the main line of this cycle.
Medical can go on the offensive when conditions are favorable, and when needed it can fall back into defense. Especially after the index has pulled back, and with the basis of firmly stamping the “golden right foot.”
Wanfangde and Sutaishen are both in a state of explosive volume today. Expect a pullback tomorrow. That’s why I’m considering taking an early position in Lianhuan Pharmaceuticals.
Tomorrow, the consecutive-board leader—Jinzhou Pharmaceutical—opens with a one-word board as expected. At low levels, a lagging rebound from 1 to 2, or a first board play, has the potential to become the lagging-leader expectation. Watch closely for the focus tomorrow.

Commercial aerospace: Shenjian Co., Ltd., and ZaiSheng Technology. Shenjian’s opening auction didn’t meet expectations and was pinned down by medical. Today there was the first real divergence in the sector. But since the sector’s expectations are still there, it’s worth considering that the divergence tomorrow may continue, offering a chance to enter in a gamble. However, since it lost the matchup, I don’t recommend giving it too much position size. It’s suitable for taking an early position at tomorrow afternoon’s close, betting on the rotation and repair expectation the day after tomorrow.

Old cycle: power, power came over from the previous crossover. Actually, the sector has already turned into a reversal. But with the birth of the new cycle, it will inevitably “pay back” the old cycle with a rebound.
Power’s “3 dragons”: Yuyuan Holding, the culprit behind this round’s decline. It got topped-up twice. I don’t plan to touch it anymore—just observe. As long as there isn’t serious negative feedback, that’s fine.
Huadian Liaoneng: the highest consecutive-board height in this round; today is day 4 under supervision/regulation. If tomorrow opens deep in the red (deep water), it has a relatively high cost-effectiveness for establishing a position. Tomorrow’s early dip-buy should focus on key names.
Huadian Energy: among the three stocks, it has the best pattern. Continue to do T tomorrow.
Optical fiber: yesterday, U.S. stocks saw a huge surge in the optical communication concept. However, Hangdian and Yangtze Optical and Telecommunications—both had no performance, and even opened by plunging deep into the red and hitting the跌停 limit down. So this concept is something I won’t look at going forward.

Summary of the plan for tomorrow:

1. Watch whether Jinzhou Pharmaceutical has a T-shaped breakout opportunity caused by a passive board explosion. At the same time, bet on medical for a 1-to-2 move or a first-board entry. Especially the medical that exploded today—tomorrow, look for that kind of主动反包 (active reversal and repurchase/close back above).
2. Wait for opportunities as the aerospace divergence continues. Ideally, the sector should go through a full divergence, and then enter with an early low buy at midday or at the close. Targets to consider: Shenjian or ZaiSheng Technology.
3. Buy into Huadian Liaoneng when it opens very deep in the red. Do T on Huadian Energy.

Note: Starting tomorrow, I’ll only post “cheering/flattery” (short takes) and won’t write recaps anymore. Just share the general thinking. Hard work, and even the ones who liked it don’t have any—basically it feels like it really broke my heart.