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Do not open positions before the holiday! Staying in cash is the ultimate strategy to welcome the ultimate risk fest
Friends, today I stand on the edge of the A-share market, hands in pockets, eyes sharp, yet I choose to be a “ruthless” spectator! Yes, I am in cash! Not because I am timid, but because I am clearer than anyone else! In these days before the holiday, the market is like a volcano that could collapse at any moment; every impulsive buy is digging a grave of “being trapped” for oneself! Today, I salute risk with my cash position and celebrate wisdom!
Not opening positions before the holiday is the ultimate strategy of stability
You think these few trading days before the holiday are a “red envelope grabbing” frenzy? Wrong! This is a feast for the main funds to “cut leeks”! Every wave of enticing high openings, every tempting theme, is the last madness of short-term funds dancing on the edge of a knife! And I choose to remain still, sitting calmly before the market, watching the K-line like a cheetah, with only four words in my mind: no positions, win!
Why? Because not opening positions before the holiday is the most stable offense! Once a black swan occurs during the holiday—policy changes, external market crashes, sudden bad news—when the market opens after the holiday, you won’t even have a chance to sell, only to watch your account plummet, wanting to cry but having no tears! This is not a market; it’s a slaughterhouse! And I have long locked the risk outside; I, in cash, watch the storm with a smile, stable as Mount Tai!
High opening? Reduce positions! Low opening? Watch the show! I see through the market’s tricks
If the market dares to open high today, I have only one action: reduce positions! No attachment to battle, no looking back! The current market is a mirage of themes, with funds scarce; every rise feels like the main force is “drawing a pie”—showing it to you but not letting you eat! The frenzy of short-term funds is just the last “fireworks show”; after the splendor, only a mess remains.
If the market goes down? Then be even more vigilant! 3265 points, this seemingly solid support level, is like a paper wall, ready to be kicked through by bears at any moment! Once it falls, the market will run like a wild horse, heading towards a deeper abyss! Pre-holiday sell-offs and post-holiday replenishments are old tricks of the A-share market; I have seen many! So today, I will only do one thing: watch the show easily!
– Watch who is propping up the hot spots, pretending to create a false impression of a “bull market”;
– Watch who is fleeing in a panic at the end of the trading day;
– Watch who is ambushing in advance but gets slaughtered by the main force before the holiday!
Chasing up? That’s a death wish! Staying in cash is the true hero
Friends, those chasing up today are playing with funds on the edge of a knife! The market is unclear, the hot spots are not sustainable, and the volume is not cooperating; jumping in is like walking into a trap! Smart money never acts in uncertainty but chooses to “hibernate” before risks arrive! I am in cash, not because I fear losing, but because I know it’s not worth the gamble right now!
Being in cash makes me feel more secure than anyone else! The market drops? No fear! Rises? Not envious either! Because I know the real opportunities are hidden in the fog after the holiday, not in the “false bull market” before the holiday! Not making a profit or loss is the greatest victory of this battle!
Three golden rules, the life-saving secrets before the holiday
Brothers, remember these three iron rules in the days before the holiday to ensure your safe retreat:
1. Light positions, do not act blindly! Opportunities are not seized by impulse but by patience! Those fully invested are gamblers; those in cash are wise!
2. Reduce positions on high openings, watch on low openings! Do not catch knives during a plunge, do not chase highs during a rebound! Don’t let FOMO (fear of missing out) ruin your account!
3. Everything will be clear after the holiday! The real market trend never hides in the smokescreen before the holiday! After the holiday is the time for heroes to show their swords!
In conclusion: Staying in cash is the ultimate protagonist of the market
Friends, this is not a market where money is made by courage; it’s a world where survival depends on patience! When you learn to stay in cash, you are no longer the “leek” of the market but the protagonist controlling your destiny! Today, I watch the market while sipping tea, observing the ups and downs, yet I feel more secure than ever!
The market drops, no fear; the market rises, no envy! Because I know the real opportunities are hidden in the fog after the holiday, not in the “false bull market” before the holiday! Not making a profit or loss is the greatest victory of this battle!
After the holiday, we will fight again! By then, I, in cash, will return to the market with plenty of ammunition, laughing proudly among the crowd!
Today, are you in cash?
Part 1
May Tech Surge: AI, Chips, and Humanoid Robots Explode, How Can Investors Seize Opportunities?
As we enter May 2025, the tech industry is ushering in an unprecedented “super release season”. Whether it’s AI, chips, or VR/AR, humanoid robots, this month will see a concentrated explosion, with significant events happening almost every day. For tech investors, this is not only a wave of technological innovation but also a capital layout opportunity.
1. AI Giants Join Forces, the “Hundred Model War” Heats Up Again
On April 28, Alibaba officially released the Qwen 3 series of large models, open-sourcing eight hybrid models at once, with performance rivaling OpenAI and Google’s closed-source models, while fully surpassing DeepSeek R1. This move not only reignites the open-source AI track but also signifies a leap in domestic AI computing power and algorithms.
Following this, May will welcome the Google I/O conference, where the Gemini large model is expected to announce new progress, deeply integrating with the Chrome browser and Android system. At the same time, DeepSeek R2 may also be released ahead of schedule in May, with lower costs and controllable chips, meaning the speed of AI application landing will further accelerate.
2. Chips and Computing Power Become Hard Currency, Nvidia’s Financial Report May Ignite the Market
On May 22, Nvidia will announce its Q1 financial report for fiscal year 2025, with expectations of continued strong growth in AI chip sales. Even more exciting, on May 19, Jensen Huang will deliver a keynote speech at Computex 2025 in Taipei, possibly showcasing the next-generation Blackwell architecture AI chip, further leading the trend of accelerated computing.
At the same time, SMIC will hold a performance briefing in May, and the latest developments in domestic semiconductors under the backdrop of “de-Americanization” and self-control will attract much attention.
3. Humanoid Robots, AI Glasses, Brain-Computer Interfaces, the Tech Singularity is Approaching
In May, humanoid robots will truly begin to “descend from the altar”. Beautiful humanoid robots will officially enter the Jingzhou factory and will also enter retail terminals in the second half of the year; Yuzhu Technology will hold the world’s first humanoid robot fighting competition, moving from science fiction to entertainment.
AI wearable devices are also experiencing an explosion, with Xiaomi AI glasses and Thunderobot AI smart glasses set to launch in May, integrating photography, voice assistants, and real-time translation, bringing the “metaverse life” within reach.
Meanwhile, the 7th International Innovation Forum on Neurotechnology will be held in Shanghai, with brain-computer interfaces moving from the laboratory to commercialization, accelerating the realization of a sci-fi future.
4. What Should Investors Do?
For tech stock investors, May is the best window to observe and wait for fundamental catalysts. It is recommended to focus on three main lines:
1. AI Industry Chain: Including computing power chips, AI servers, data labeling, model training, etc., strategically invest in leading companies at low points;
2. Humanoid Robots and Smart Hardware: Pay attention to leading companies in robot components, perception modules, AI chips, operating systems, etc.;
3. Large Model Application Landing: Focus on AI solution providers in industries such as finance, education, healthcare, and manufacturing.
Conclusion: The tech surge has arrived, are you ready?
May is not only a carnival for the tech circle but also a baptism for the capital market. In the waves of hard-core technologies like AI, chips, and robots, laying out core assets in advance may lay the foundation for a long bull market in the next three to five years.
Part 1
How Ordinary People Can Cross Class Barriers: Seven Rules to Uncover the Secrets of Upward Mobility
In this era of limited resources and fierce competition, how can ordinary people break through class barriers and turn the tide? The answer lies not in daydreaming or complaining, but in understanding human nature, mastering the rules, and taking decisive action. Today, we will delve into the underlying logic of ordinary people crossing class barriers through seven rules, helping you move from the ordinary to the extraordinary!
1. Get Close to the Top Tier, Absorb the Secrets of “Becoming Exceptional”
As the ancients said, “Those who are close to vermilion become red, those who are close to ink become black.” The Buddha taught that even a wick, an eagle, or a mouse can become exceptional; why? Because they are closest to wisdom! For ordinary people to cross class barriers, the first step is to actively engage with the upper class. The common knowledge of the upper class—connections, resources, ways of thinking—are “overwhelming secrets” for those at the bottom.
How to do it?
– Actively connect: Participate in industry forums, charity events, or interact with industry leaders through online platforms (like LinkedIn, Zhihu); even just listening to their sharing can refresh your understanding.
– Imitate and learn: Observe the words, actions, decision-making logic, and even dressing style of successful people. Their “unintentional actions” often hide the codes of success.
– Case inspiration: Jack Ma learned English and saw the world by running business for foreign merchants, which opened up his internet vision. Ordinary people may not be able to replicate Jack Ma, but can start small, like joining a high-quality community to feel the “spirit”.
Core logic: The people you interact with determine your vision; your vision determines your future.
2. Break Free from Poverty, Reclaim Humanity and Composure
Poverty is not only a lack of material wealth but also a plunder of humanity. When living in a bare room, the world appears gray, and extremism and anxiety can consume your judgment. However, as your pockets fill, you will find that wealth brings composure, and composure awakens humanity. The temperament of being indifferent to fame and fortune is not innate but a byproduct of being “wealthy”.
How to do it?
– Small steps to accumulate: First stabilize your basic situation, like finding a stable job, even if the salary is low, it can alleviate survival anxiety. Then increase income through side jobs (like street vending, online stores, or freelance work).
– Increase income and reduce expenses: Keep accounts, cut unnecessary expenses, and spend money on self-improvement, like buying books or enrolling in courses, rather than meaningless consumption.
– Psychological construction: Tell yourself that poverty is temporary, and action is the antidote. Progressing 1% every day will transform you in a year.
Core logic: Wealth is confidence, and confidence is the soil for humanity to flourish.
3. Understand the Rules, Penetrate Human Nature
Those who achieve great enlightenment have merely understood two things: the rules of social operation + the underlying logic of human nature. Society is like a chess game, and the rules determine how far one can go; human nature is like an undercurrent, driving everyone’s behavior. For ordinary people to cross class barriers, they must crack these two codes like a “puzzle master”.
How to do it?
– Learn the rules: Study the unspoken rules in your industry, such as the logic of workplace promotion, sales tactics, and entrepreneurial pathways. Rules are not morals but the “game manual” of reality.
– Understand human nature: The essence of human nature is to seek benefits and avoid harm. Learn to think from others’ perspectives, understanding their needs, such as what the boss wants is performance, and what customers want is value. Meeting their needs gives you leverage.
– Practical verification: Observe more, try more. For example, when negotiating with someone, try listening first before expressing your views; the effect is often doubled.
Core logic: Rules are the map, and human nature is the key; both are indispensable.
4. Seize Resources, the Weak Wait for Distribution
Social resources are always limited, and quality opportunities, wealth, and connections are held by a few. The weak who wait for distribution will gain nothing; the strong who take the initiative can share in the spoils. Good things must be seized; this is the iron law of crossing class barriers.
How to do it?
– Actively strive: Seize opportunities when they arise, such as volunteering for new projects at work; if you see good courses, sign up decisively. Don’t fear failure; trial and error is accumulation.
– Create opportunities: If resources are lacking, create them. For example, share experiences through social media to attract like-minded individuals; or organize small events to build your own network.
– Case inspiration: Li Jiaqi went from a counter worker to the “lipstick king” by seizing the live-streaming opportunity. Ordinary people may not become internet celebrities, but can seize local small opportunities, like night market stalls or community group purchases.
Core logic: Resources do not wait for anyone; the proactive will gain the world.
5. Manage Relationships, Illuminate the Sunshine of Humanity
The essence of human nature is selfish, but skillful relationship management can transform selfishness into win-win situations. Those who understand human nature and can manage relationships will thrive wherever they go; conversely, they will face obstacles everywhere. For ordinary people to cross class barriers, a “network of relationships” is essential.
How to do it?
– Sincerity as the foundation: Sincerity is the cornerstone of relationships. Helping others without expecting anything in return can win trust.
– Value exchange: The core of relationships is mutual benefit. What can you offer others? Skills, information, or emotional value? Enhancing your “chips” will naturally stabilize relationships.
– Long-termism: Don’t rush to take; cultivate relationships slowly. For example, regularly check in with former colleagues and share industry updates; time will make relationships blossom.
Core logic: Relationships are leverage; used well, they can achieve great results.
6. Be Down-to-Earth, Enlighten Through Action
Making money is not daydreaming but truly doing something. In action, you will discover countless “tips”, just like leveling up in a game, gaining experience bit by bit until you reach enlightenment. Ordinary people crossing class barriers cannot do without this “just do it” spirit.
How to do it?
– Start with small tasks: Don’t aim too high; first, do your current job well. For example, if you are a waiter, provide the best service; repeat customers become your resources.
– Trial and iteration: When doing side jobs or starting a business, first test on a small scale. For example, try selling milk tea at a stall for a week, find the best-selling item, and then scale up.
– Case inspiration: The founder of Heytea, Nie Yuncheng, started from a street-side shop, continuously optimizing flavors and marketing, leading to today’s empire. Ordinary people can also start from small businesses, learning as they go.
Core logic: Action is the starting point of enlightenment, and experience is the ladder of upward mobility.
7. Connect with Influential People, Stay Away from “Trash”
The connections between people determine your value. Connecting with influential people brings high value; connecting with “trash” leaves only trash. This is the instinct of human nature to seek strength and is also a shortcut for ordinary people to cross class barriers. Women admire the strong, and men pursue success; this is not snobbery but the wisdom of survival.
How to do it?
– Filter your circle: Stay away from negative, complaining people, and get close to positive, action-oriented individuals. For example, join entrepreneurial communities or book clubs to find “upward” partners.
– Provide value: To connect with influential people, first make yourself useful. For example, help influential people with errands or organize materials; even small tasks can lead to opportunities.
– Continuous growth: Influential people only play with “potential stocks”. Enhance your skills and broaden your horizons to become someone “worth connecting with”.
Core logic: Your circle defines your class.
Conclusion: Crossing Class Barriers Starts Today
For ordinary people, crossing class barriers is never an overnight miracle but the accumulation of wisdom and action over time. Getting close to the top tier, breaking free from poverty, understanding the rules, seizing resources, managing relationships, being down-to-earth, and connecting with influential people—these seven rules are like seven keys that open the door to a new world.
Starting today, take the first step: meet an influential person, learn a skill, try a small project. Don’t fear the long road or falling down, because every step brings you closer to your dream. There are no shortcuts on the road to crossing class barriers, but there is direction. Ordinary people can also live an extraordinary life!
Are you ready to change your destiny? Leave a comment sharing your first step, and let’s charge upward together!