It's been too long since I tweeted, haha Start with the chief tweet At the beginning of the year, I began to track the chief, and now many technical concepts and mentality are inspired by his articles. After the tariff drop in April, I happened to follow the idea of following the money to invest, so during this period I basically did AI, military industry, nuclear energy, ETH micro-strategy and other themes, so I was really touched to see it. People who do active investment, in the case of limited time, energy, and funds, must choose the right battlefield, the stock price is piled up with funds, do not invest in those policies that are strong and long, giants throw money to invest, and technology continues to upgrade, otherwise what should be invested? For example, this wave of Taiwan stocks is strong in the entire AI-related, especially in upstream materials such as CCL, glass fiber cloth, and copper foil, in fact, the same logic, all of which go all the way to the upper right corner. Of course, the momentum factor performed very well during this period, so it was easy to make money by doing this, but when the entire market was bullish, it was to make these good money. Of course, when the market reverses in the future, it may return quickly, but before that there will be signs, for example, it will be found that many small and medium-sized enterprises will not rise first, and it is useless to blow small essays, or a random data on the macro will cause the index to plummet, and then worry, and at the same time, when the momentum slows down when the stock rises, you can also take profit at any time, don't love the stack and don't get seasick. The focus is to focus on the right industrial trend, try to find clues to industrial change, find high-margin companies on the trend, and finally combine the fundamentals with the technical side, which will become more and more felt.