[Red Envelope] You all are wrong, the true leader is not in the Big A now, but in U.S. stocks.

Have you all noticed? Recently, whether it’s hitting the board or consecutive hits, it’s more stable to hold onto the core trend benefits—no worries, and constantly reaching new highs. Just like I’ve always said, and also mentioned in the previous post, the true leading strategy is definitely not just hitting the board; hitting the board is just a technique!! [Taogu Ba]

Do you all know? Now the whole world is watching the US stock market. If you’re trading A-shares without watching the US market, it’s like not doing a review!!!

The US stock market is exactly where we should now anchor—

No more nonsense today, I’ll directly show you the super golden dragon stock pool you should be most focused on now:

Samsung is still incredibly fierce!!!

So, where are the real leading stocks? Isn’t it AXT, Sandisk, Samsung, and others? All these stocks in the big A-shares, aren’t they just their follow-up gains?

Wow, our “Golden Dragon appears, the dragon has nine sons” market definition can even explain cross-border markets!!!
Why have I always emphasized indium phosphide, emphasized storage chips? Besides these two directions, everything else revolves around AI core operations. Don’t keep chasing after 2-in-3 or high standards every day; just find the right core position and go for it!!

So, what’s the conclusion? How to benchmark?
Just copy the homework, brothers and sisters!!
Yunnan Germanium vs AXT (material layer) attribute: The seller of shovels among shovels, at the top of the industry chain. Core product is indium phosphide (InP) substrate. This is a compound semiconductor material, which can be understood as the “foundation” or “wafer” for manufacturing optical chips. AXT is one of the global leaders in indium phosphide substrates, while Yunnan Germanium is the only domestic enterprise to mass-produce 6-inch indium phosphide substrates, a core force in domestic substitution.
Yuanjie Technology vs Lumentum (chip layer) attribute: Designer and manufacturer of optical chips, at the core of the industry chain. Core products are EML (electro-absorption modulated laser) chips and other high-speed optical chips. They need to purchase indium phosphide substrates from upstream AXT or Yunnan Germanium, then design and manufacture complex circuits on them, ultimately producing the “heart” of 800G and 1.6T optical modules—optical chips.
The indium phosphide substrates produced by Yunnan Germanium/AXT are essential raw materials for Yuanjie Technology/Lumentum to manufacture optical chips. As long as the AI industry chain continues to have supply shortages, they are the lucky tickets given by heaven for us to earn effortlessly!!!
Early followers holding Yunnan Germanium, give yourselves a round of applause!!!

After saying all this, the market continues to rise!!! AXT hit a doji at a high yesterday, maybe a pullback? But so what? Stay still, don’t greed, don’t fear!!

Next, let’s look at insights from excellent slow followers. The gold fan @guduoduo is a master of the leading strategy of Liaoning Energy, Tianjin Pharmaceutical, Huayuan, Shengyang!!! Even experts say to focus on trend leaders. Can everyone understand the current, the underlying principles?

Here are the deep insights from our especially diligent and constantly thinking @Qingwu Feiyang, the darling—

I guess @Moqiqi Cuicui’s trend account has hit a new high again!!

Princesses and princes, do you still want to work hard every day hitting the board? Why not do the thing of lying down and winning continuously?
Choose high-quality core assets
Eat what you should daily
Drink what you should daily
Read newspapers, drink coffee
Open the software and check—
Today, again, lying down and winning
That’s the real style of a big boss

1. Market rhythm
Continuous upward trend is not a big problem.

The emotional rhythm is also continuously strong. After a pullback next week, it will be another entry point, no need to wait.

2. Line-up review
Consecutive board upgrade rate has been very strong recently; as long as the rhythm is right, it’s all good. Just follow our small wife node strategy to find, or look for stocks with good positioning or core stocks.
4 boards—Fuda Alloy: Reversal with high turnover, to be tested later, but I don’t like trading at the highest now; better to buy the core trend at low levels, as a indicator.
3 boards—
No problem with the rhythm, see who upgrades first tomorrow. It’s another mid-position, uncomfortable.
Bodao Shares: I won’t go for seconds.
Daye Shares: Robot position leader, it’s dead if the leader dies, but the high volume structure is okay; consider reducing volume and accelerating tomorrow.
Datang Power: Power sector leader, clearly this wave’s power sector, leading Liaoning Energy, and the “power” character stocks are also coming.
Hang Electric: The board is broken. Optical communication trend leader. After falling, I might buy back, I like the big wave of golden dragons.

Optical communication
462 billion remains the most active trading direction.
3 boards—Hang Electric: 5 boards in 10 days, definitely the current leader.
2 boards—Taijing Technology (+Commercial Aerospace), Hongban Technology (new stock), Tongding Interconnection (+fiber +Corning), Xineng Taishan (power character).
1 board—Mingpu Optical Magnet, Exchange Rate Ecology.

Robotics
Tesla’s mass production news stimulates the market. Many stocks with liquid cooling are on the first board, but many pitfalls—either front-run with 1-in-2 or act as the leader.
3 boards—Daye Shares: position leader, must watch.
2 boards—Julun Intelligent: veteran atmosphere, flying high.
1 board—Qin’an Shares, Wuzhou Xinchun, etc.

Computing power leasing
4 boards—Fuda Alloy
2 boards—Nanwei Software (Token Factory), Runjian Shares (Token Factory + computing power), Hongchuan Wisdom (computing power + petrochemical storage logistics).
1 board—Ronglian Technology (Alibaba Cloud cooperation), Roman Shares (computing power + Q1 report), Shengyang Shares (solid state + liquid cooling, the momentum of the second wave of the old dragon trend).

Commercial aerospace
SpaceX and Anthropic sign computing power agreement, Tianzhou-10 will be launched soon.
3 boards—Bodao Shares: positional advantage.
1 board—Kangxin New Materials, Luxin Venture Capital, Aerospace Changfeng.

PCB
Baoding Technology, Shandong Glass Fiber, Titan Shares, Zhuolang Intelligent.

Unless you are a super expert, choose one good stock, buy at low position, and hold for a wave. Avoid frequent switching!!!

3. Thanks everyone for likes, tips, and rewards!!
Special thanks for all the likes, tips, and rewards. Brothers and sisters who like our style can support us with tips and likes, quickly become golden fans and fight with us!!
@Qingwu Feiyang @Dropout Trading A-shares

Special thanks to the top tipper—
Top beauty: @Qingwu Feiyang (18 consecutive) the only one with 18 consecutive tips! I will pamper you to the sky! Let’s all make big profits!!
Top handsome: @Nizhuan Rensheng666 (18 days, 10 tips) not many do 10 tips! You are one!
Top handsome: @guduoduo (18 days, 9 consecutive)

Thanks to brothers and sisters for points and tips, please enjoy your coffee slowly—
@guduoduo @Y0710 @Daoshule @Huayansujian

4. Slow god quotes + enlightenment system
Mode 1【Dragon seed low position sniper】Node small wife strategy is one of the sub-strategies.
Mode 2【Leader high position entanglement】True dragon strategy, beginners avoid.
Mode 3【Trend general dragon and mainline ETF】Recommended strongly since 2025, suitable for most people.

【Selected 16 quotes from the slow god】

1. Whether it’s buying low, mid-course, or hitting the board, all ultra-short strategies applied to leading stocks are more effective and correct. — “The true core of the leading strategy”
2. The timing of intraday attacks should be subordinate to the top-level design of identifying leaders and nodes. — “The true core of the leading strategy”
3. Only capacity with a leading effect of rally is the leader of the sector. And the core capacity leader is worth full position show hand. — “The true core of the leading strategy”
4. The emotional core that the sector runs through at that stage, resonating with or even preceding the sector’s intraday, is undoubtedly the leader. — “The true core of the leading strategy”
5. Manage expectations well, and you can buy reasonably at the explosion point and sell near the top. The normal expectation for continuous limit-up stocks should be “Sesame blossoms higher and higher”—“Clear explanation of expectation management in one article”
6. The大道至简 (Great way is simple), the six-part small dream looks simple but contains powerful structural foundation. Master this move, and you can walk alone in the world—“The six-part small dream”
7. Nodes give you rhythm assistance for positioning, not a sufficient and necessary condition for the first board to be a successful dragon on that day—“Adding hope to the whole village Lan Feng, heavy position crossing festival妖龙”
8. Stock trading is stacking buffs; the more buffs, the higher the attribute enhancement. The certainty of your move increases, your ultimate move (heavy position) can harvest heads, even team wipe the opponent—when all stocks are bad, your leading stock still holds tight and seals the sky—“Enlightenment divine post: Dragon空龙 and certainty”
9. When buffs are enough, act; when buffs strengthen, add positions; when buffs are still there, hold; when buffs are gone, clear. The operation itself is not about being牛 or not, but about aligning with the timing, terrain, people, and harmony, resonating with the大道之理—“Enlightenment divine post: Dragon空龙 and certainty”
   10.妖龙现世，龙生九子——“妖龙现世，龙生九子”
10. Purely focusing on leading stocks, just watch every high standard; just review the daily ladder and first/second boards. With so many stocks, how to think through—“Great energy energy kills the whole scene”
11. High-position leaders are the normal state of leading strategy: only at high position do you know it’s the leader; only at high position can you go up as the leader. Do I dare to go up at high position? I only say low position dare not admit the leader—“True and false leading strategy cell-level dissection”
12. When the leader is humiliated, it’s the day of true dragon’s new high—“Leader humiliation and counter-humiliation”
13. Market rules may change, but human nature remains unchanged for a thousand years—“Stock market 100% premium entry point”
14. Make money and withdraw, or the market will take money from you—“Accidentally lying down and turning into a补涨龙 (follow-up rise dragon)”
15. Find the leader at the bottom, rise at the warming, fully rise at the main rise, T-head at divergence, sell at the retreat—“Accidentally lying down and turning into a补涨龙 (follow-up rise dragon)”

---------Enlightenment divine post series highlights--------
The priceless slow god system is here; courses bought outside for tens of thousands are not even one-tenth of the slow god system: simple, direct, profound, and efficient! If you truly understand it, you are part of the Golden Dragon family! Achieving 10x growth in a year makes you one of the top ten protectors of the slow god!!
【Dream of妖股《Small Dream Six-Part Series》—Watch how novices make millions in a bull market (including the secret of high win rate of overlooked leading strategies)】

1. The true core of the leading strategy? Studying hitting the board or low absorption daily is just missing the point—( )
2. Enlightenment divine post - BlackSheepWall. Rebirth as a stock god in the trade war—( )
3. Enlightenment divine post two ShowMeTheMoney teaches you to catch nodes. Copy a hundred million—( )
4. Enlightenment divine post three (upper part) traversing historical妖股 to help you establish an omniscient perspective—( )
5. Enlightenment divine post three (middle part) traversing historical妖股 to help you establish an omniscient perspective—( )
6. Enlightenment divine post three (lower part) The true dragon mystery enlightenment—( )
7. Enlightenment divine post four. Building top-tier intra-day capital flow understanding—( )
8. What is超预期, normal expectation, below expectation? A thorough explanation of expectation management—( )
9. Enlightenment divine post Dragon空龙 and certainty—( )