Hey folks, good morning! Starting today, this account will be sharing stock insights. Yesterday, our main account used 65% of its position to rake in 3.88%, while the smaller account, leveraging about 80% of its capital, scored around 5%, far outpacing the ChiNext. Long-time friends know we’ve been maintaining about 50% exposure this year, employing a rolling strategy. It wasn't until April, when the market stabilized, that we began to build up to 60-80% positions for the medium to long term. Recently, we're keeping our holdings down to four stocks max—always ready to strike but also to retreat! The pace of change is rapid, and for older friends, I recommend steering clear of alcohol and heavy leverage; it can lead to mental laziness, which might be why some miss out on investment opportunities. My strategies: ① Be a man standing in the light, focusing on optical modules, optical chips, and optical fibers. Zhongji Xuchuang is the global leader in optical modules, and Langmeitong surged 16% last night, with Gao Yi up 13% and Corning at 10%. I'm bullish on the domestic leaders in optical modules, optical chips, and optical fibers, such as Xiangtong Optoelectronics and Guangxun Technology. We’re reallocating part of our positions to big-cap absolute leaders primarily for safety reasons. ② AI storage—Korea's exports increased by 40%, mainly due to rising storage prices. The operational difficulty is high because there are currently no non-cyclical industries; everything is cyclical, and storage isn't favored either, so we need to keep a close watch on product price trends. ③ AI computing power, optical modules, and fiber reorganization. We can see that Yongding Co. and Litong Electronics transitioned from traditional sectors into optical modules, optical chips, and computing power leasing, skyrocketing more than tenfold over the past year. Gradually, we'll shift some of our large-cap absolute leader positions over. Last year’s hot stock, Hongjing Technology, is topping the AI charts this year, mainly due to high capital efficiency.