Continue to be optimistic about computing power. Livermore: 3.9 Review Record

Simply put, today’s market situation. [Taogu Ba]

Among the five holdings from the past, two hit the daily limit today, while the others performed at about half strength. A Micro LED concept stock experienced a sharp decline today, but this concept still shows signs of rebound later on. The computing power sector saw another strong surge this afternoon, indicating that market funds are still targeting this area clearly. Moving forward, the outlook for computing power and hardware remains optimistic. Today, I selected two OpenClaw concepts, which also overlap with the computing power theme. Tomorrow, we expect sector rotation and upward movement. Many stocks today couldn’t rise effectively due to other news influences.

If you didn’t pick the computing power theme today, a loss is understandable, because my holdings include computing power-related assets combined with the OpenClaw concept. Overall, my positions still managed to make a profit today. Stocks that hit the limit today often have a premium tomorrow. If a stock didn’t rise today, sector rotation could push it higher tomorrow, potentially reaching new highs in market value.

The market is gradually validating the expectation that 2026 will be the AI Year. The continuous growth of computing power will be similar to the past CPO cycle, starting to accelerate from this level. The key now is to see how much patience the selected investors have to hold onto the computing power sector and to perform swing trading. Holding core assets related to computing power could lead to gains of two, four, or even five times, depending on how much one can capitalize on.

The external markets remain relatively volatile, with many sectors weakening. As previously mentioned, the mood of turbulence will begin to show diminishing marginal effects. For example, despite a big rise in crude oil prices, concept stocks didn’t perform well today. The market is gradually returning to its original trend, so we shouldn’t focus too much on the concept stocks driven by US-Iran tensions. Pay more attention to the development paths of technology, especially in computing power and application directions.