Over the past year, the A-shares market has completely exploded, and many latecomers haven't caught up.

Whenever I see news about the US stock market or A-shares soaring, such as hitting new all-time highs or 10-year highs, I feel extremely uncomfortable inside.
Because the gap in the crypto world is too big, many people are trapped in cryptocurrencies, and seeing A-shares rise higher and higher makes them feel worse.
Many people simply choose not to watch, or selectively believe that the AI bubble will burst at the top and collapse soon, because it makes them feel much better psychologically.
But I actually think this mindset is very dangerous, because the outcome is that most people see so many others making money around them and can't help but eventually participate, becoming true bagholders.
Everyone also shouldn't think that A-shares have risen too much; in fact, the current progress of this big bull market is only about 60%, and it will continue to be crazy for another year and a half.
If you didn't participate in the first half of the cycle in areas like computing power, optical communications, and storage infrastructure, there are still sectors in the second half, such as energy storage, power equipment, and AI applications.
Moreover, many basic hardware components are just beginning to see a rise in both volume and price, such as the upstream PCB IBF substrates, which are in high demand due to CPU, HBM, and other needs, and are about to explode.
Some domestic replacements still have over ten times the space for growth, such as advanced packaging, which is similar.
Most people haven't realized that capacity is the biggest bottleneck, and power semiconductors are also just starting to see a rise in both volume and price.
Of course, choosing stocks with real performance is very important, which not only tests one's fundamental investment skills but also whether one has the ability to access non-public data and predict the future based on that data.
In the past six months, I have conducted a lot of in-depth research, and after validation in the first quarter, I achieved great success.
In the second quarter, I am still continuing my research, and I will share my findings here.
If you want to see them too, please give a triple like so you won't get lost.