Analyzing the rhythm of computing rotation: what signals are hidden behind the lobster's explosive popularity?

【Personal Profile: Forty and not confused, failed twice in entrepreneurial ventures. After many twists and turns, rekindled the old dream in April 2025, starting with a capital of 50,000 to invest in stocks and support my family. My goal is to achieve a stable monthly profit of 15,000 and withdraw the profits.】 [Taogu Ba]
**
【Ultra-short Trading Insights: The right-side ultra-short seeks to hit the mark with a single strike when entering, and cut losses decisively. Stable profits are the essence of ultra-short trading; being able to take profits from the market is the true reward of this profession.】**
**
【Trading Mode Overview: Right-side ultra-short trader, capital flow style, mainly focusing on core leading stocks in popular market sectors, fast operation rhythm, short holding periods! Skilled in turning divergence into consensus and mid-rotation, avoiding left-side low buys during pullbacks, firmly avoiding high-debt stocks, and generally not engaging in futures or Hong Kong mapped stocks.】**
**
【Writing Purpose: To record real trades, strengthen self-supervision, and share daily stock selection ideas and operational details. No false, exaggerated, or empty theories; providing practical analysis for grassroots traders aiming to stabilize in the market, and jointly seeking their own niche.】**

**
Today’s Market Sentiment Intensity: 40 degrees Number of stocks rising: 1375 Number of stocks falling: 3715
**
Market Increment: 447.4 billion Number of limit-up stocks: 42 Limit-up rate: 56% Number of limit-down stocks: 3**

Note: External political turmoil has caused continuous declines in neighboring and offshore markets. Although our market has more declines than gains, it is relatively stronger compared to the overall decline. However, profit-making effects remain sluggish, and patience is needed.

Today’s consecutive limit-up tiers:

Four consecutive limit-ups: Shun Na Co., Ltd. (Power + Data Center), Wangli Security (Three-board group + Intelligent Manufacturing)

Three consecutive limit-ups: Meili Cloud (Computing Power + Data Collaboration)

Two consecutive limit-ups: Wanze Co. (Gas Turbines), Tuowei Information (Computing Power + Huawei ShengTeng), Jinkai New Energy (Power + Data Collaboration), Samsung Medical (Power Grid Equipment), Chitianhua (Phosphorus Chemical), Shaoneng Co. (Power), Ningbo Construction (Computing Power Leasing), GCL Energy Science (Photovoltaic + Data Collaboration)

Note: The streak has reached four consecutive limit-ups. Most of the two- and three-board tiers are related to the computing power branch within the data collaboration concept. This clearly shows the main direction of market funds today. Let’s see if Shun Na Co. can continue to expand its limit-up streak tomorrow.

Today’s account change: 【Profit +379】, total profit this month: 【+12】, return rate: 【+0.01%】, profit withdrawal this month: 【0】.

Since investing 50,000 in April 2025, total profit realized: 【+79,997】, total withdrawals: 【+52,402】, account return: 202.45%.

Note: The principal has been fully withdrawn, leaving the profits to continue exploring the market.

Review of today’s core popular stocks based on my operations:

(1) Sold Hanlan Co. Today during the bidding phase, there was no unexpected performance. After bidding ended, the strength was clearly weaker than Shun Na. Although there was some capital guidance to go long during the bidding, the final push from below four points to the small red plate was disappointing. After opening, two waves of rally occurred, but the lack of buying power led to a decline. When Shun Na opened high and hit the limit instantly, some short-term traders abandoned it, leading to some selling pressure. After a period of consolidation post-open, overall support weakened, so I sold according to my pattern. If I had held a broader view in the morning, profits could have been higher, but I chose to follow the pattern on such a high-recognition leader before it clearly weakened. Unfortunately, the market environment was poor, and I didn’t follow the breakout, so I should have shifted to a trend-following approach later.

(2) Sold Tuowei Information. Over the weekend, the “Lobster” news fermented, but no clear strengthening signals appeared during bidding. After opening, it quickly declined but was supported around the moving averages, oscillating. Early on, defensive sectors like oil and gas performed better during bidding, and with market volume shrinking, I sold after the price surged and couldn’t hold above the moving averages. At midday, driven by the涨停 of Hongbo Co., Meili Cloud, and other top computing stocks, it attempted a second limit-up and held until the close. I re-entered if possible, and if it turns stronger tomorrow, I will consider a pattern.

(3) Entered the涨停 of Meili Cloud. Early in the day, the computing power theme fermented, and as a high-level板 of the theme, I followed a buy. Reflecting on this trade, there were issues. I missed the chance to buy the strongest target, Shun Na, which opened high and hit the limit instantly, due to slow response. So, buying Meili Cloud at the middle of the limit-up tier was risky. Fortunately, the computing power continued to ferment in the afternoon, with support from funds, otherwise, it might have been a loss today. The涨停 also boosted Tuowei and Huasheng Tiancheng’s surge. Tomorrow’s bidding will be crucial; if funds enter to guide strength, there’s still a chance to breakout. If it weakens, I’ll need to cut losses early.

(4) Sold Aerospace Development. The early sale was somewhat rushed. The plan before open was to exit if it couldn’t open high and strengthen, so I sold at a low point. Support was active early, and I considered re-buying, but late selling showed weakness, indicating the aerospace sector still has limited upside and needs time to consolidate.

Summary: This month has been lonely; short-term trading remains difficult to grasp. The most important thing now is to stay calm, adjust the rhythm, and hold small profits or losses during chaotic and poor markets. When the market warms up again, it will be a great opportunity for profit.

Regarding themes, I remind again that if you didn’t participate early in the oil and gas sector over the weekend, avoid it now to prevent high-open lows. Buying at high levels on the same day often results in significant losses, not counting tomorrow’s provisions. Many new followers don’t understand why I avoid futures-related themes—because they are heavily influenced by external news, and a change in sentiment can trap you. If you want to play such themes, you can directly trade futures, which allows T+0 buying and selling, but participating in stocks is passive harvesting. Today’s market shows that previously strong sectors like CPO, fiber optics, and hardware are generally correcting, mainly due to external market declines. The most focused and recognized concept today is computing power within data collaboration, especially the computing branch. Power sector shows some fatigue and needs short-term adjustment. When buying, pay attention to logical distinctions within branches; don’t buy blindly. Small differences in logic can lead to very different stock movements. Be diligent, study carefully, and face the market actively!

Thanks to @KangKang, @DaBaoHaina, @ChuanXiu
**
Thanks to all the bosses for your recent tips. Wishing you a year of abundant wealth and long-lasting success!**

Special thanks to @DiligenceAndLuck, @NeverStop618, @WhenWillYouReturn, @ChuanXiu, @IMMOR, @SuchNames, @Taodomi, @RebirthAttack, @StarSeaWhb, @Zhou123, @WangFeng88888, and all brothers and friends who have tipped me!

That’s all for today. After reading, please support me with likes, comments, and shares. If possible, give tips and encouragement—seven “cheering coupons” can make this post a featured one.
I believe that giving roses leaves a lingering fragrance; your support motivates me to keep writing every day. Your recognition gives me greater confidence in real trading!