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Manchurius Hao — Greeks.live首席赌狗
The main reason for the $aapl call is that I'm just a retail investor. We retail investors tend to believe in anything as long as we see three bullish candles. 👽 Today happens to be the third K-line, and the ancestral method must not change!
Technically speaking, today's breakout has simultaneously surpassed the 0.618 level from the December high to the April low, and this coincides with the dense trading area of this entire segment (around 228).
In other words, the rebound over the past three days has actually liberated most of the trapped positions in $aapl.
7,11K
🫡 $nbis $crwv
Simplicity is important.
In technical analysis, don't look at more than two lines.
7.8. klo 22.31
Simple technical analysis
Although $nbis didn't hold, it recovered after the earnings report.
Then there's $crwv
Because the earnings report for $nbis confirmed the strength of the fundamentals, $crwv broke through the downtrend line since June.
Let's do something about it.
5,7K
$MP 重点是 ONLY
$MP is enough
7.8. klo 05.33
$MP Materials Corp just got called out by Tim Cook for being the only fully-integrated rare earths producer in the USA.
It is up immediately in after-hours.
9,61K
Keep an eye on it 🫡🫡
Let's see how it performs in another month.
I hope Jeff provides more updates during this process so we can learn as well.
3.8. klo 01.59
Skin in the game! Hope to maintain good momentum next week. The collection node for this month is on 8/6 at 8am UTC+8, and after that, you'll have to wait another month to collect. For details, contact TG JeffMighty785.
4,72K
This selection is quite strong even in adversity. Even if the stock market is about to crash, these things should be the last to fall.
29.7.2025
Full mainline stock selection strategy
The core logic is to Follow the money.
I adjusted this stock selection logic; I don't want to overly focus on K-line charts and technical analysis to find stocks that would mess up the portfolio. Instead, I focus on Follow the money... to find out who can meet the demands of the largest demanders, which include the U.S. government and major corporations.
That's right, where the money of the U.S. and the capital expenditures of the giants will flow.
First, $mp rare earths align with the U.S. national strategic resource focus, and there is only one target: $mp.
Data center construction involves several aspects: chips, $NVDA / $AVGO / $AMD, power stations: $VST, power grids: $GEV, thermal management: $VRT, engineering construction, the contractor driving a Land Rover Range Rover or a Toyota Land Cruiser: $FIX.
Although it may seem like a lot of nonsense, as they have all risen significantly, I apologize, but I am indeed chasing the rise.
Moreover, under this entire logic, I do not touch capital expenditure parties, such as $goog, $meta, $msft, $tsla, etc. They are the ones spending money, supporting this entire industry.
These stocks are certainly good stocks; they just don't fit into my allocation logic.
I only play the mainline and do not touch smaller side plots.
41,67K
Chasing momentum stocks is also about following the money.
However, this money is often speculative capital, which has strong explosive power but is very difficult to track.
It's better to track the biggest money; the larger the money, the more overt the strategy, because it cannot be hidden at all. For example, the spending reports of giants are always disclosed, and national strategic shifts will have accompanying bills and budgets, which cannot be concealed.
But there are still priorities. For instance, previously playing with European stocks in the military sector followed this logic, with clear expectations of a sustained increase in defense budgets. However, at that time, the U.S. stock market was correcting, which wasn't ideal.
If the U.S. stock market starts to perform well, then Europe itself is just a secondary, marginal place; there's no need to pay attention, just push it aside.
And it's all about big money. I still believe that the efficiency of spending by giants in the U.S. national strategy is higher, more capitalist, and market-oriented. When they spend money, they want to get started immediately, without going through any parliamentary processes.
31.7.2025
It's been a long time since I last tweeted, haha.
Starting with this tweet from the Chief.
I started following the Chief at the beginning of the year, and many of the technical concepts and mindsets I've gained have been inspired by his writings. After the significant drop in tariffs in April, I happened to follow the "follow the money" approach for my investments, so during this period, I've mainly focused on themes like AI, military industry, nuclear energy, and ETH micro-strategies, which has really resonated with me.
For those who engage in active investing, with limited time, energy, and capital, it's crucial to choose the right battlefield. Stock prices are built on capital; if you don't invest in areas where policies are strongly supportive, where giants are pouring money, and where technology is continuously upgrading, then what else is there to invest in?
Since we have to look at charts, we should pay more attention to truly outstanding companies, so that when opportunities arise, we dare to buy in. For example, the strong performance of Taiwan stocks lately has been in the entire AI sector, especially in upstream materials like CCL, fiberglass, and copper foil, which follows the same logic of consistently moving upwards to the right.
Of course, during this time, momentum factors have performed well, making it easier to earn money from these investments. However, when the overall market is in a bullish trend, we should aim to profit from these easy gains.
In the future, when the market reverses, it may happen quickly, but before that, there will definitely be signs. For instance, we might notice many small and medium stocks starting to stagnate, and no amount of hype will help, or a random macro data point could trigger a significant drop in indices. At that time, we can start worrying. Meanwhile, when individual stocks rise, if momentum slows down, we can always take profits; don't get too attached or get caught in a sinking ship.
The key is to consistently focus on the right industry trends, trying to find clues of industry transformation, and identifying high-margin companies within those trends. Ultimately, combining fundamentals with technical analysis will lead to a deeper understanding.
16,26K
Don't discuss low-quality things.
If you can't clearly say "who is the company making money from," then the messy stock picks are just scraps, not worth looking at.
Who is making money must be clearly pointed out as a specific entity, not a broad concept.
Looking at scraps of K-lines every day is a pollution of our life and time; after a long time, your mind is filled with all sorts of messy scraps of K-lines, making it hard to recognize the good ones.
As the saying goes, you can't eat four dishes.
That is, if you haven't had anything good, you're just rummaging through the garbage pile looking at garbage K.
May I ask, in the picture below, isn't chasing a large position after breaking the previous high a particularly simple strategy? You think it's difficult because you've looked at too many scraps and garbage stocks.
Spare yourself; life is limited, and there are many things more fun than K-lines. It's best not to look at K-lines at all, but if you must, at least look at the good ones.
39,03K
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