End this week's bitter life with the following shitpost,

1. The continuous surge in storage has had a huge impact on my physical health. Every time the storage rises, I feel a slight anxiety (thinking my mindset is already very excellent), and every time I feel a bit anxious, I go to the gym to lift weights, climb stairs, and swim. So recently, I’ve almost been living in the gym.
2. On Friday, I built positions in $FICO and $NOW , going further and further against the main narrative of the market. “#Patience of the Incapable Capital.”
3. I studied the “last car of semiconductors” carefully, $QCOM: Compared to my past self, Qualcomm’s current valuation is not cheap; rather, it’s in the most expensive range. But compared to my future self, its valuation might be very cheap. Even so, going long at this time probably still requires strong imagination and “eternal optimist, calmly holding during public FOMO.”
4. I thought of a possibly more unconventional rough angle regarding Pop Mart. In my view, Pop Mart, Coach, and Miu Miu have many similarities: high overlap of users, mainly Gen Z wealthy/middle-wealthy young women; all rely on social media platforms like TikTok/Xiaohongshu for promotion; all depend on big influencers/KOLs/KOCs for sales; Pop Mart and Coach’s bag charms are very eye-catching...
If we consider the new wealthy Gen Z young women as a huge industry beta, as previously mentioned, there are 25 million women over 18 worldwide each year, with 5 million in China. Currently, their consumption trend shows that the top luxury brands at the highest price points have completely slowed down, high-priced Miu Miu has grown from triple digits to a recent quarter’s 2.4% year-over-year growth, and mid-to-low priced Coach continues to grow rapidly. Therefore, in the current economic environment and consumption trend, “lower-priced” Pop Mart may be more resilient, similar to the underlying logic of the “lipstick effect.”