2026.5.11

This market is really hard to pick stocks, it’s dazzling to watch [Taogu Ba]
Last week, some Xiechuang went to CPO PCB, flat core, it seems to be effective,
Computing power leasing, Da Vinci this morning, should be coming soon, has been adjusted for a long time
Index at this level plus volume, not actively bearish, following the market, so still holding positions
US stocks soared again tonight, optical modules will open high tomorrow without a doubt, let’s see…

At this level, I’ve been thinking about where the selling point is
Currently, the tech sector carries the entire market sentiment
Storage, CPO, PCB, CPU—these sectors are rotating, at least 1-2 sectors have core stocks soaring every day
So, when the rotating sectors are less than or equal to one sector, it should be a relatively good selling point, waiting quietly for the right moment

This morning, I moved the remaining positions to Tiantong, focusing on optical module materials, the chart looks good, the logic is good

Looking back over these days, I should have been flat early on, but Xiechuang delayed me,
In this kind of market, single stocks are not recommended, missing out is too strong in my mind

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