1,000,000 strong projection, Day 38, 2,880,000

StrawberryIce · 2026-03-09T19:18:24+00:00

The article discusses the author's investment views on China Xidian and Tuowei Information, emphasizing that participating in Tuowei with a small position is a cautious approach and expressing skepticism about its future. The author prefers to reduce frequent position adjustments, believing that the market's hype is actually about earning emotional premiums, and notes that the potential of computing power and AI remains to be seen.

StrawberryIce

2026-03-09 19:18:24

Abstract generation in progress

China Xidian, taking profits in batches [Taogu Ba]

Tuowei Information, small position involved, purely for entertainment, please forgive me

But to be honest

Tuowei, I don’t really see it positively, so I only participate with a small position… mainly because I’m not very optimistic about the practicality and broad application of Open Claw Lobster. Ten years ago, PC scripts could already achieve the current functions of Lobster… Therefore, I remain cautious about Tuowei’s sustainability

I don’t like frequent position adjustments; the number of trades per month is limited

Most of the time, I stay in cash and rest.

Frequent tinkering in small opportunities is actually self-consuming

No update last Friday

Because I only hold China Xidian and don’t have new content, so I didn’t post anything.

Still hoping to participate in some fresh opportunities

The fluctuations in computing power and AI are mainly driven by the performance expectations and imagination surrounding large model token consumption.

Therefore, focusing on Tuowei’s core, it can only be viewed as a short-term arbitrage; just looking at Tuowei’s share structure isn’t enough to support continuous upward momentum. Heavy selling pressure is one aspect, but the main issue is the lack of imagination space.

Once Open Claw combines with domestic large models and can be widely applied and implemented, it will be a better time to look at the overall upward trend in computing power.

Currently, the hype is mainly about earning emotional premiums

At its core, tokens are still products generated from the consumption of basic energy and electricity.

TOKEN3.46%

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