April 8, 2026. Instead of analyzing a bunch of retrospectives, why not just send a tweet!

April 8, 2025, Wednesday.

Last night’s biggest headline was the ceasefire agreement. What’s different from before is that this time, people on the old Yi side also put out news saying that they’re negotiating.

Driven by the headline, the market’s overall pre-market auction performance looked quite solid. Yesterday, I bought into Aowei Blue Lithium. Although the sector wasn’t especially strong, there was also an expectation for a coordinated rebound repair. The auction opened low, then surged after the open. I originally planned to hold off for a while on the position, but after waiting a bit longer, I was worried it wouldn’t be a good time to enter. Watching the market sentiment take off, after Aowei Blue Lithium surged to a red close, it got close to break-even, and I cleared the position.

Sectors that showed relatively strong performance at the open included precious metals, broad tech, and earnings growth. I wasn’t particularly interested in precious metals. This morning, I had planned to pick earnings growth + broad tech—semiconductors and computing power. If broken down further, it would be memory chips, optical communications, and software, plus computing power leasing. But today’s price action basically gave you no time to slowly pick. I originally was choosing the best one that had an expected year-on-year increase in Q1 earnings; but the longer I picked, the more it felt wrong—too slow. So I gave up. As long as it was related to broad tech, it was fine: Lianhua Holding, Shiyun Circuits, Huilv Ecology, Dongshan Precision, Taijia Shares, Oriental Electric, Huanxu Electronics, Binlun Environment, Zhongjia Bochuang, Qunxing Toys, Zhejiang Wenlian, TuoWei Information, DataPort, Igor, LEO Group. Among them, I remember a few names—for example, Zhongjia Bochuang—shrunk in volume but still grabbed the bid and topped the board. I didn’t go in. After that, I was mainly watching DataPort and Igor (especially because their gains were leading at the time). Then LEO Group surged hard. I glanced at it—the volume for it to get a limit-up was also okay—so I went ahead and bought it directly when it tried to hit the limit.

Today, market sentiment was just too hot. There was a big volume and a large rise—BoJie also closed at the limit-up. That was like getting a return-to-life shot of blood. There’s not much to analyze on the market—mainly just following the headlines. And I have to say, the “smart one” really is a disaster for the financial market: the trade war, then the Middle East conflict—one minute this, another minute that. We spent half a day doing a recap, thinking about it during the session for a long time, analyzing individual stocks for a long time, researching fundamentals for a long time. Honestly, it’s no match for them posting a tweet and saying a sentence. A big stack of recap and analysis is no match for their tweet.

Right now, negotiation progress still needs to be watched, but based on the situation of each side at the moment, I feel they probably don’t really want to fight anymore. Step by step. If we see this kind of back-and-forth again, I’d really suggest just waiting until there is a true ceasefire before playing.

See you tomorrow!