Delivered food for two ten-thousands, the electric scooter has been sold, and he’s rushed back into the capital markets.

Live trading records do not constitute investment advice. [Taoguba]
Replay time: July 12.
The most common mistake people make over the weekend is taking a single piece of information and then directly searching for a stock.
As the situation in the Middle East escalates, many people’s first reaction is defense, shipping, and crude oil. But in the short term, it’s not “buy whatever the news sounds like.” Instead, you should first see what the funds had already bought on Friday.
On Friday, tech leaders pulled back from high levels, and semiconductors fell sharply;
not every piece of news is worth trading. What’s truly worth trading is when three things—news, the sector, and the capacity core—are all simultaneously true.
The real counter-trend follow-through is in two lines:

1. Commercial aerospace and space equipment surged; aerospace electronics hit the daily limit and trading volume expanded. Rocket recovery is just the fuse—the truly important point is that it has already become the capacity core that funds are choosing.
2. In pharmaceuticals, CRO medical services, CRO, and biopharmaceuticals all strengthened in sync. Behind it is not just a single stock going out of sync, but a horizontal spread across the pharmaceutical industry chain.
   News is only the key that opens the door—the strength on the board is what determines who is qualified to enter the candidate pool.
   Key watch items:
   Aerospace Electronics
   Zhaoyang New Drug
   I bought Tongfu Microelectronics last week and was shocked by my own stupid move. I won’t say more—I’ll cut it at the open tomorrow.