StrawberryIce

It has been a long time since I dared to open and check my account analysis. My losses are about to break through 600,000—I'm heartbroken and appalled! I must make a change: improve my sense of judgment, stick to the established approach, start reducing my trades to begin with. In 2026, I will absolutely and without conditions not give up my decision to abandon the stock market.

On May 8, A-shares traded in a pattern of strong sentiment but weak indices. Small caps led the move while large-cap stocks pulled back. The Shanghai Composite Index was almost flat, while the Shenzhen Component and the ChiNext fell. Net capital outflows were notable, yet limit-up stocks were tightly clustered, indicating high market enthusiasm but clear divergence at higher levels. The fourth-board stage stock, Fuda Alloy, led the sentiment ceiling. Stocks on the second and third boards were mainly concentrated along main themes such as communications, computing power, and robotics. Some high-position stocks, such as Jinmantanglang and China Great Wall, pulled back. Investors should watch for fourth-board breakthrough/advancement to the next level and the continuation support of the main themes.

[Taogu Ba]

Introduction: [Taogu Ba]
The long-delayed analysis of mid-to-long-term trading strategies is finally here! Because for me personally, I am relatively better at ultra-short-term trading and grasping rhythm changes, such as switching, leading stocks, and catch-up rallies. However, there are also those who understand the way of trend markets.
Traditionally, trend markets have been considered the domain of institutional traders. Although industry changes, segmentation patterns, and company situations mean institutions receive information earlier than us, there is a problem: institutions need to spend a lot of resources to obtain first-hand news, while we only need to extract value points from second-hand information online.
In reverse, isn’t that also saving time and money costs?
We, as short-term traders, are better at timing our entries than institutions, so by using ultra-short-term knowledge to judge entry points, combined with second-hand market news to find value points and expectations gaps, we can succeed in trend markets.
There’s nothing new under the sun; any

This article emphasizes that the leading entity is not a single form but is composed of multiple common factors. The core elements include: popularity—long-term dominance on the heat ranking; status—the core leader within the group, possessing influence and resource allocation ability; demonstration strength—enhancing strength and resilience through horizontal and vertical comparisons; position—occupying the highest position within the group, leading by example; trend—having stability, scarcity, and sustainability. Leaders are often formed by a combination of two or three conditions, and with three or more, they can even become the overall market leader.

I've been thinking about a question today, why did Gravity Media break the limit on Friday? From multiple perspectives such as market sentiment, sector strength, bidding volume, and market mainline, Gravity shouldn't have broken the limit.

From the perspective of market sentiment, it couldn't gain much momentum, funds generally bought at low levels, with dozens of first and second boards. From sector strength, computing power has two one-word trends. From bidding volume, the bidding volume is about 10% of the previous day's volume, which is very healthy bidding activity. From the market mainline, the popularity of computing power has been sustained during this period.

Gravity Media opened with a two-limit gap up, then over 200 million yuan topped the limit-up, but was quickly fulfilled by continuous large orders. Although later there was some capital sealing the board, the buying force was clearly insufficient, the order book was not enough, and finally in the afternoon, market confidence wavered, and it completely broke the limit.

Where is the problem? It all comes down to missing the two-limit gap.

The author of this article is a full-time swing trader, focused on capturing hot spots and trend breakouts. Starting with 50k yuan, they increased their assets to 106k yuan over 42 trading days. The record date is May 9, 2026, involving stocks such as Juli Rigging. On Friday, they newly entered multiple stocks and hit the daily limit; robot concept stocks bought at low prices, with Baida Precision waiting to rise; Ningbo, entered on Thursday, continues to be strong; AVIC Optoelectronics held for 3 days with a small loss, and if next week’s situation is not good, they will consider exiting. Updates are provided daily in real-time for fans’ reference.

This is the overall market trend, and it’s hard for it to end.

A sharp drop—needs a huge bearish catalyst; this is rare.
A sharp rally—needs a crazy event at high levels; this is rare.


More often, it’s rotation: it keeps consuming long (bullish) momentum by moving across different sectors. After a certain time, it will decline to a certain extent—so in most cases, we can keep rotating and hard-push the leaders and the followers of each sector.
----Until there’s clearly an exhaustion of long (bullish) momentum, and we also know it’s time to leave. If there’s no profitable effect, we leave.

Today presents a low-position opportunity but I didn't dare to buy heavily at the low. The market performed reasonably in the afternoon, so I bought a small amount first. The best opportunity is at the turning point, with low risk and high profit, but it's very rare. The index pulled back, micro-cap stocks remain strong, sector rotation is obvious, commercial aerospace and robotics are gaining strength, while semiconductors and lithium batteries are pulling back. Continue to buy in the afternoon to test next week's market.

The author is 20 years old, new to TaoGuBa, recounting the rollercoaster journey from starting with 3,000 yuan to reaching 80k yuan in college, experiencing a breakup, working in a factory, and then recovering losses. Guided by his uncle, he switched to a more stable strategy, gradually regaining his funds through limit-up stocks and "three yin" shakeouts. Now, with a girlfriend by his side, he has given up high profits in pursuit of small, steady returns, realizing that good stocks must be held long-term, and a good marriage lasts forever. He also asks a master to analyze HanLan Shares.

Research Date: May 9, 2026 [Taogu Ba]
Data Sources: Morgan Stanley 2026.5.7 "AI Profit Cycle", Goldman Sachs 2026.5.7 "Agentic AI", A-share institutional fund flows, Q1 2026 financial reports, Northbound / public fund holdings data
Research Conclusion: Based on global investment bank standards and A-share capital behavior, an objective positioning and target rating for the entire industry chain have been formed; this does not constitute investment advice

1. Core Overall Judgment
Market capital allocation focus is concentrated on the AI hardware chain, with electricity and green power as supporting elements for computing power, not possessing independent mainline attributes

Optical communication, AI high-speed

The Great Wall is going to lose money and get liquidated—I can’t play anymore. Please, everyone, give me some guidance.
Please, all bosses—after you’ve read it, help by giving a like, a like, a like. Wishing everyone prosperity!

This is a high-energy promotional post emphasizing the strongest live trading session in the history of Shenian Taogu Club, calling for likes, favorites, discussion of thinking logic, striving to reach first place, check-in giveaways of oil spots, 99 oil spots, 999 likes, and photo opportunities, aiming to shape a new generation of retail funds, oppose rogue stocks, with a large number of @names showing participation enthusiasm, ending with "See you on the winner board".

This article is a popular post on the stock forum, summarizing the limit-up and consecutive board situations around May 8th. It lists today's limit-up stocks such as Shengyang Co., Ltd., Hangdian Co., Ltd., and others, as well as stocks like Datang Power Generation and Daye Co., Ltd. with 3 consecutive boards, and stocks like Gongda Electric Sound and Qin Jing Technology with 5 days of 3-board patterns. It also includes tips on Niulan, the electricity sector, first boards, new stock focus points, and appreciation messages.

Preface: "Inside and outside the Great Wall, only vastness remains; along the great rivers, the surging waves suddenly disappear" [Taogu Ba]

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Today, the three major indices all closed in the red, mainly showing weak fluctuations throughout the day, but the overall market was more active, with the number of limit-up stocks remaining basically unchanged, and individual stocks generally rising, with obvious profit-taking effects. Funds still flowed from large caps to small and mid-cap stocks. The trend market showed significant divergence, with the core still being technology stocks, as follow-through divergence appeared due to the decline of major tech stocks, and the trend has not yet entered an acceleration phase. Short-term trading is difficult, lacking follow-up funds, with the four-board being suppressed, and the first-board hotspots being the main focus. The author maintains a bullish outlook, diversifies positions, plans to monitor the Beijing Stock Exchange on Monday, and lists stocks in the high-mood zone and the upgraded second-board zone for reference.

The current index is in a pre-breakout phase of upward high-level consolidation. If it directly breaks through 4200, it will turn into an effective support level, and tech stocks will continue to lead the rally. If it pulls back, it’s a good opportunity to add positions at high levels. During the opening auction, watch Dongyang Light, Tongdian Lianjie, Tianmai Technology, Fuda Alloy, and others. Core viewpoint: momentum determines whether to buy or not; hotspots determine what to buy; timing determines when to buy and sell—emphasize taking the initiative to grasp the core hotspots.

AI-driven optical connectivity enters a booming year, with 800G/1.6T optical modules and new technologies such as CPO/NPO/OCS driving the global optical communication boom. Computing power demand is rapidly increasing, and chips still rely on Moore's Law, requiring a transition from electrical interconnection to optical interconnection. The market has seen 28 silicon photonics stocks emerge, with many doubling in value; future focus should be on Huamao Technology, Zhaochi Shares, Reistone, and YingTang Smart Control for potential opportunities in 1.6T/OCS and vertical industry chain integration.

I didn't want to update today originally, it's the weekend after all, just being lazy and saying I would.[Taogu Ba]
But after coming back from a dinner outside, sitting in the study, I still turned on the computer, no need to review the trades, just do it on Sunday night. At that time, the news accumulation was a bit more, no need to revise now and keep changing it. So, I prefer to schedule my daily plans and strategies before 8 a.m., firstly to keep my mind clear, and secondly because the news has mostly settled and I can get it all in one go. Everyone should be used to this rhythm, which I think is the most scientific. Of course, this is related to having plenty of free time, most classmates are on their way to work or school at this time, haha. But really, there's no need to worry about not having enough time to check the information; the content isn't much. You can finish reading it while waiting for a green light on the subway, bus, or your BBA. Then, just wait for my update after the bidding ends, and the market situation report at 10 o'clock.