What are the traders' strategies (March 4th) morning session ideas

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I am Brother Long.

Brothers, good morning!!

Yesterday’s “Morning Market Ideas” received
over 200 likes from brothers,
6 people rewarded.

Thanks to @RuiMeiJiu, @JingNiuMa, @RuXinLiao, @LiMinG, @AQiuYueZhiQiu, @FengGui.

Special thanks to the top rewarder on the leaderboard
@RuiMeiJiu and @JingNiuMa.
Wishing: Daily big gains!
Also thanks to all brothers who rewarded and supported!
Let’s aim to set new account highs together in March 2026. Wishing the stock market a long rainbow!

Any amount of reward is a gesture of friendship; 100 points is also a gesture of friendship. Mainly, it makes me feel your presence. With you here, your support is my motivation to keep posting. Thank you, brothers!

Yesterday, the market indeed slapped me in the face. As expected, the market is the most formidable teacher—completely emotionless, always there! I’ve been optimistic about AI applications and computing power, following the trend, but the result was a slap. I didn’t participate in this wave of war mainly because I didn’t expect the U.S. to be so shameless. Two countries are negotiating; Trump tweeted that talks went smoothly and a next meeting was scheduled, then suddenly launched a surprise attack, wiping out their leadership.

Missiles also hit schools, killing over a hundred children. So Iran lost its core leadership team on the first day but still showed resilience beyond expectations. Yesterday, I thought it would be a quick war, so the market was not panicking; everyone was buying their own. Once it was clear it might turn into a prolonged conflict, panic surged, and funds started dumping recklessly. Besides oil, gas, and shipping, most sectors were hit hard.

But when you make mistakes, you must admit them; when you get hit, stand up straight! Although my prediction about AI computing power was wrong, I’m not a god—mistakes happen. But the market is always right. When hit, you must stand tall. I also need to reflect on myself; I firmly believed in AI applications and computing power, which was the main reason for yesterday’s loss. But I still want to say, truly logical companies won’t lose their logic because of regional conflicts. The main trend won’t disappear because of a day or two of emotional fluctuations.

Especially in the direction of domestic substitution in technology, this environment might actually foster growth. It’s just that the harvest has been delayed, making the process more arduous, but the outcome remains the same. So, if you’re caught in a dip, don’t be afraid.

Starting today, a major meeting will begin! During the meeting, stability is needed, so tragic incidents won’t happen again. Yesterday’s market also hit a low point! Next, it’s the Two Sessions period, with expectations of monetary easing!

During the Two Sessions, the most discussed directions are likely to be:

1. Continue strengthening the development of key choke points.
2. Lead in areas related to our security.
3. Continue vigorously developing future technological directions—logic is fundamental!

We must trust our development pace, believe in our economic restructuring, and trust that the direction of industrial upgrading won’t change because of external winds.

For example, Huawei Ascend—this sector remains the most resistant within the day. Key computing power stocks not only resist falling but even show signs of turning red in the afternoon. The reason for the market’s bullishness is simple:
Because computing power is logical; it’s one of the least likely sectors to be disrupted by geopolitical events in current tech trends—especially Huawei’s computing power.

Overall domestic AI large models demand continues to rise, and computing resources are always in short supply. Huawei, as a leader, has set an example early on. Yesterday, TuoWei Information’s intraday trading turned red in the afternoon, and compared to other computing stocks, its chips are newer and positioned lower, so funds prefer to try. Besides TuoWei Information, Taijia Co., Ltd. also held up well, which was a highlight yesterday. Teacher Hu Jia Lou also appeared yesterday; let’s see if it can rebound today.

Brother Long has never been blindly optimistic but makes calm judgments based on long-term logic.
External turbulence is a variable, but our main line of development remains unchanged.
In this stage, sharp short-term swings are normal, but as long as your understanding is clear, your rhythm is reasonable, and your mindset is stable, you won’t be easily eliminated by the market.

The logic of funds remains unchanged: risk aversion is only a short-term move; technology remains the mid-term main line; big gains require courage; big drops test your pattern; excess returns always come from being calm and steadfast when others panic and sell.

The market will eventually stabilize, and those who hold firm during others’ panic and pick up chips during shakeouts will be the first to embrace the main upward wave.
Yesterday’s decline was a strong shakeout on the bull market path: shaking out impatient chips and leaving behind steadfast traders.

Wishing brothers:
Stay clear-headed in panic, hold firm during shakeouts,
Brother Long and all brothers, stay true and innovate,
Steady and far-reaching, together reaching the rainbow!!!

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