[Red Envelope] Real Trading on February 6th, with live market data and updates.

Sigh, I’ve thought about it for a long time. I might stop trading in the real market for a while or even for a long time, or perhaps leave altogether. I’ve been posting about real trading for so long. Even six months ago, when there was a sharp pullback, I never thought about stopping, not because I lack confidence. I’ve never doubted my ability to pick stocks. It’s just that my recent months’ performance has been significantly worse than before. I feel a bit exhausted and irritable. Thank you all for your support and companionship along the way.

You asked me about my stock selection logic. Honestly, I rarely focus on logic. Even if you understand the logic, you still need capital approval. The simplest truth is the best. So I only look at the capital flow and combine it with market sentiment for better judgment. As long as I can understand the main force’s intent behind a stock, and judge whether the main funds are moving in or out, whether there is capital backing it—regardless of whether it’s a new stock, an unpopular stock, a hot stock, a high-priced stock, or a low-priced stock—I treat them all the same.

This is also why I want to trade both unpopular and popular stocks, high and low. To give a recent example, this month’s stocks: Hasen Shares, Tongda Hai, Zhishang Technology, Guangsheng Tang, and today’s Lechuang Technology. Only Tongda Hai was bought and sold at a loss. Why didn’t Tongda Hai rise further? Because it’s an AI application concept stock, and it’s a late-stage play. On one hand, it was affected by overnight negative news; on the other hand, AI applications have already exploded, not in the initial breakout phase. It’s about catching the right rhythm—if you miss it, it’s a big loss.

The other stocks were mostly bought two days before their breakout. But I didn’t make money on them, which makes me reflect on myself. Finally, I want to thank everyone again for your support and encouragement. I’m giving away 5,000 points to all of you. Wishing you all good luck and may your stocks stay red!

[Taogu Ba]