[Red Envelope] Celebrating the New Year with duck neck, wishing all teachers in Tao County to take the lead in catching hot stocks, with thousands of horses galloping to assist the main rise

2026-02-12 14:30:14

Fage does not produce bad stocks, only good stocks, like yesterday’s Yabo (Duck Neck) shares, and like today’s Yabo shares. [Taogu Ba]

Sharing Insights

Let me share with everyone, Fage rarely shares stocks because in Fage’s eyes, the most outstanding stocks in the market are probably just one, at most two, almost one. Good stocks are rare, so why would there be two or three? Why be indecisive and flaky? So Fage doesn’t share a basket of stocks—that’s called playing dirty, not real skill. It might be a bit dull, but the account looks great. Bright red, isn’t that good? Do you prefer stories and unrealistic martial arts novels? Or return to reality—no use in temporary excitement. The real way is to see the account rising step by step, that’s the king’s way.

Today, after 9:40 AM, I started a boring day—walked around the living room, then upstairs (note: duplex), just now took a big walk in the garden (large garden), now smoking a cigarette, brewing a pot of tea—bored to death.

I focus on low positions; I can’t see through high positions, nor do I want to. Unless I’ve accumulated chips from the low positions, the only thing that’s absolutely stable is low positions. Low positions, still low positions—I firmly believe: “All things are inferior, only the price is low.” High positions are suitable for leading players; I fear high, I really fear high. Low positions are better for early movers, and the pioneer of the early move strategy is your brother Fage.

Actually, the night before last, I already set my thinking on Yabo Shares:

Distributed new energy directly entering the market
Yabo’s BIPV project can sell directly to companies in buildings without passing through the grid. The difference is pure profit.
Green certificates included in carbon emission accounting
Export companies must buy green certificates to cope with EU carbon taxes. Yabo can sell an extra green certificate for each kilowatt-hour of electricity generated.
State-owned background advantage (Zaozhuang State-owned Assets Supervision and Administration Commission)
The power market is heavily regulated. Private enterprises backed by state assets get qualifications faster. Yabo’s losses in 2025 are narrowing—not a fundamental turnaround, but a sign that policy windows are opening.

You, Fage, already identified Yabo Shares as the only market standout two days ago. Once I catch a good stock, I won’t let go, and I will increase positions on the second or third day of the main upward channel. When I first get into a hot topic, good stocks rarely are just a one-day wonder; only bad stocks are. This rule has always been useful.

212 Simplified Review

Market Sentiment

Although the index is pushing higher, short-term it’s passing through a tribulation. It’s in a weak divergence with strong focus.

Today’s turnover hit 2.1 trillion yuan, an increase of 157.4 billion, real money. But the number of stocks hitting the limit down soared from 10 yesterday to 22 today. The rate of limit-up stocks looks good at 76.67%, but the limit-down rate is as high as 75.86%, indicating that once hammered down, some are really being pressed hard. This isn’t a broad rally; it’s funds dancing on tiptoes—embracing new opportunities while decisively dumping laggards. The 2.1 trillion volume is hungry, but old-cycle stocks are experiencing fatigue. The market language is clear—computing power, liquid cooling with industry trends (Nvidia supply chain performance confirmed) + policy expectations (new productive forces), the logical direction, funds dare to aggressively buy; pure emotional speculation without fundamentals leads to divergence and A-shares sell-off.

Fund Flows

Computing power / liquid cooling

+3.4 billion, not short-term hot money, but medium-term institutional rebalancing. Catalyst: Nvidia’s supply chain Vitec surged 24%, performance confirmed, dispelling doubts. This isn’t a dream stock, but a bet on Q1 earnings certainty.

Power grid equipment

+1.8 billion, with high-low switching attributes, but lacking new stories, regarded as a side line.

Themes

Domestic computing power localization
Unexpected capital expenditure + breakthroughs in domestic chip tape-out. Leading stock: Tefa Information, 3 consecutive boards, institutional + Shenzhen-Hong Kong Stock Connect bought 243 million. Followers include Huawei storage (5 days 3 boards), Capital Online / UCloud (20cm quantitative arbitrage). This isn’t just a rebound from oversold, but a signal of the end-of-year institutional ranking battle. Tefa Information’s top ranking on the list, with Shenzhen-Hong Kong Stock Connect + five institutions dominating, buying aggressively.
Liquid-cooled servers

Nvidia supplier Vertia’s performance exploded + surged 24% overnight. Leading stock: Chuanyun Shares, but an old leader. Mid-tier: InnoVik, following: Gaolan Shares, Shenling Environment. The sector net inflow is 2.7 billion, with five stocks, tonight’s hottest focus. InnoVik trending at new highs, institutional heavy holdings; Chuanyun’s stock activity is active. Tomorrow, a high open across the board; watch for turnover and rotation, beware of quantitative profit-taking.

Power grid / transmission and distribution

Overseas grid upgrade cycle + domestic ultra-high voltage bidding. Wangbian Electric is the core; Shunnai Shares are sentiment stocks. Sector net inflow: 1.8 billion, with seven stocks, solid sector effect. But slow stock nature—suitable for trend low buy, not for continuous boards.

BIPV / green buildings

Leading stocks: Yabo Shares, Decai Shares
Yabo’s weakness: losses (-190 million to -140 million). Decai, though institutional net buy of 58.99 million and earnings forecast increase, has turnover over 20%, chips loosened. Decai with institutional support still watchable; Yabo purely relies on stubborn capital support. Tomorrow faces 5-board limit; if broken, it’s a sell point (remember).

Summary:

Institutions are starting to position for spring market. The year’s plan is in spring. Fage has already grasped the spring direction, confident and without deviation. Today’s 2.1 trillion volume won’t cause a short-term crash. But market aesthetics have changed—institutions are starting to have pricing power. Previously, it was thought that institutions appearing on the top list was just for retail hype, but today, Tefa Information shows: institutions are entering the game as speculators themselves.

Essence of the “Ahead of Dragon” Strategy

I originally didn’t want to write an article, but some bad apples are confusing my fans. My fans I cherish—why let uninvited guests criticize? I really dislike some malicious, ill-intentioned people spreading rumors, confusing the scene, causing us to miss out on妖股 and牛股. Are you claiming I’m just blowing stocks? Don’t you even have basic knowledge of the “Ahead of Dragon” strategy? No independent judgment? Just follow the crowd? It’s like you think paying attention to other trash stocks will make you soar—yet in the end, you’re just looking up at them. Do I write daily stock logic? No, just some high-confidence ideas with detailed reasoning, plus advice from folk experts. I really hate those who blindly criticize without understanding. At least you should explain the “123” reasoning, have some solid reasons to defend your logic—even immature opinions are fine—so I can feel your sincerity. But some people just say I’m hyping stocks, with ill intent.

Industry announcements and individual stock announcements collide. The August 31, 2024, individual stock announcement differs from the “Dragon” strategy: it incorporates industry benefits and major changes into the strategy, creating a chemical reaction with the leading stock strategy, blending seamlessly, complementing each other. This solves the awkwardness of conflicting investment and speculation, leading to a conclusion: as long as you can navigate both the leading stock strategy and the announcement strategy, find their commonalities and differences, and integrate resources, you get an effective method called the “Ahead of Dragon” strategy.

Examples include:
June 9 & June 30, 2022: Ganneng Shares
July 4 & July 29, 2022: Dagang Shares
May 19, 2023: Hangzhou Thermal Power
February 2, 2024: Kelei Mechanical
October 14, 2024: Huali Shares
October 18, 2024: Chengdu Road & Bridge
March 14, 2025: Hongbali
June 4, 2025: Nord Shares
August 12, 2025: Bide Shares
November 11, 2025: Furi Shares
November 12, 2025: Dongbai Group
February 11, 2026: Yabo Shares

And so on.

Great compassion is difficult for those who are self-aware—this means even if the Buddha has great compassion, it’s hard to save those who give up and cut off their own way. These people are often stubborn, obsessed, or self-destructive, rejecting kindness and help, ultimately heading toward self-destruction.

It’s hard to persuade those without deep understanding. This saying is not from a specific classic text but is a folk proverb expressing the helplessness and sentiment towards stubborn, uncooperative people. The first half: “Good words are hard to persuade those without deep understanding”—no matter how well you advise, those seeking death or stubborn won’t change. The second half: “Great compassion is hard for the self-aware”—emphasizing even Buddha’s compassion can’t save those who abandon themselves.

In summary, this phrase reveals the stubbornness and self-destructive tendencies in human nature, and recognizes the limits of Buddhist compassion.

What to watch for in a bull market stage?
Does the arrival of a bull market mean you no longer need the leading stock strategy and “Ahead of Dragon” strategy? No, you need to focus more on these strategies.

Is it easy to make money with just a casual buy? Absolutely not. We’ve survived the bear market, but have you forgotten your core skills? Have you forgotten what you learned before? The short-lived bull market passes quickly—those who understand the leading stock strategy can even multiply ten or hundred times, while you spend your time waiting, impatiently changing stocks and laggards. My heart is always waiting, forever waiting. In the end, the bull market quietly passes, and it seems your pockets haven’t changed—still empty or just 10%, 20% gains, roughly keeping pace with inflation. Watching the geese fly south, brothers arguing about frying or boiling—by the time you realize, the geese are gone. The lessons learned in the bear market—leading stock strategy and “Ahead of Dragon”—are meant to wait for the bull market.

(1) Leading stocks usually have over 1x or even 3x, 5x, or more profit potential, sometimes three, five, eight waves, even over ten times profit, and they have survival attributes. As the saying goes: “Leading stocks at high levels often fluctuate, and laggards find it hard to turn around at the top.”

(2) Second and third-tier leaders have about 30-50% profit potential.

(3) Fourth to eighth-tier leaders have about 10-20%.

(4) Below eighth, the rise is used to trap people with market winds.

Don’t have a lax attitude about casually grabbing money—consider the time cost. Opportunities are fleeting; bull markets are short, bear markets long.
Have a broad vision to achieve a big future.
Always remember: the eight essential conditions for theme speculation: capital, hot topics (themes), technical indicators, low price, position management, cognition, certainty, execution.
Recognize the difference between leading stocks and high-flyers
Pay attention to whether a stock is a leader or not—remember: no core, no main line; no main line, no leader! This is the necessary and sufficient condition to distinguish leaders from rotation high-flyers.
Don’t forget to stay focused on the theme and core.
In the transition from bear to bull, persistence and stability are more important than anything. Reduce rebalancing unless correcting mistakes within market cognition. Good short-term stocks can become medium-term, and good medium-term stocks are born from good short-term stocks.
These words remain practical: profits are never from superb skills but from proactive, creative hypotheses and verification. In the stock market, seeing what others don’t see, and when others see it, it’s often the perfect timing to exceed expectations.
In the early stage of the bear-to-bull transition, be bold—focus on offense, with defense as backup.
Speedy compound interest—seize fleeting bull phases to quickly reverse losses from the bear market.
Fage’s dedication to clearing mental obstacles:

Salute to everyone who endured hardships in the bear market. Isn’t it said: “When Heaven is about to bestow a great task, it first hardens the mind, exhausts the muscles, starves the body, and tests the will”—? Looking back on my life’s hardships, the years of suffering, the wrong paths chosen in youth (stocks), struggling again and again, falling and rising in the pouring rain at night—my rebellious spirit has been broken by the stock market. Facing the cruelty of life, used to the indifference of those around me, I understand that without money, it’s hard to reach the sky; without money, fate cannot be held. Reflecting on this half-life of hardships, I’ve endured all the pain—who can listen to my sorrows? Is my life just to fill the world’s numbers? I refuse—I’ve tasted all the bitterness, now it’s my turn for happiness. Friends, forge ahead, don’t waste youth—be the brightest star in the market, standing among thousands, feeling the glory.

Help to find the rhythm—eight-point insights and practical tips:
Keep up with the times, follow the market pulse, embrace new, discard old, favor strong over weak, seek truth, focus on big moves.
Let go of obsessions, follow the market, stay current, focus on core.
Use the words of the stock trading master: “Experts buy leading stocks, super experts sell leading stocks.” “Buy on divergence, sell on convergence.”
New themes must be participated in immediately—this is keeping up with the times, measuring market temperature and coherence.
When the market is good, do more, do slowly, do repeatedly; when the market is bad, do less, do lightly, don’t do at all. New vs. old, big vs. small, strong vs. weak—this market is ruthless, favoring the strong and eliminating the weak. When the trend is right, act; when the market sentiment is good, do more; give stocks time to rise; when sentiment is bad, do less; cut losses early.
Recognize the attributes of popular stocks and妖股: they are “one in ten thousand”—that’s why they’re favored for single suspensions. People say there are many regrets in the market, but after analysis, there’s only one standout—your star among thousands, feeling the glory.
Pay attention to whether a stock is a leader or not—remember: no core, no main line; no main line, no leader! This is the necessary and sufficient condition to distinguish leaders from rotation high-flyers.
Birds and fish take different routes—reunion is easy, parting is hard. People and stocks are the same—those with intent don’t need teaching; those without intent won’t learn. People and stocks are the same.
The twelve essential conditions for individual stocks:
Capital is king.
Stock and industry announcements.
Technical indicators: limit-up genes.
Big, new, strong themes—must be big themes.
Linkage.
Fundamentals.
Stocks with convertible bonds—refer to bond movements; or stocks with margin trading—observe futures to defend sector certainty; also monitor daily stock announcements for timely identification of positives and negatives.
Seek innovation and agility in static environments, find ideas amid complexity, organize clues in order, innovate in dynamics, and break through with new thinking.
Form sector effects—have core stocks and sentiment stocks; core stocks and sentiment stocks should complement each other.
Overseas indices and events.
Prioritize and clarify—distinguish main and secondary, strong and weak, keep pace with the times—only then can you stay steady at the top and act with unity of knowledge and action.

Without a system, there’s no order; must have organic linkage, interconnected, indispensable. For systematic training, learn the “Ahead of Dragon” strategy and the leading stock strategy.

Recognize stocks with strong attributes and broad appeal.

In the stock market, aim to be a six-sided versatile warrior.

Leading Concept Stocks:

What is a leader?
“When there is a main leader, don’t do sub-leaders.”
“When the leader hits a limit-up, don’t chase a breakout leader.”
“When the main leader is rising, don’t do a rebound leader.”
“When there is a main line, don’t do a branch line.”
“When there’s a clear signal, don’t chase hidden signals.”
“When the market has chosen a leader, don’t pick your own.”

Don’t just memorize blindly—study the entire system of leading stock strategy and “Ahead of Dragon” strategy thoroughly, build a solid theoretical foundation, and apply flexibly, especially based on understanding market sentiment cycles.

After the New Year, Fage will focus wholeheartedly on developing an epic “Ahead of Dragon” strategy, training a team of talented disciples through over a month of practice, combining real-time stock pairing, active learning, and cultivating promising talents. Maybe in the near future, it will fade from view.

Peach County Big Shot Quotes:
Performance is just slow medicine; emotion is the real spring medicine.
Experts buy leaders; tycoons sell leaders.
The first step to profit: forget the cost.
Avoid stocks under surveillance; old妖股 are no better than dogs.
Two-board stocks define the leader; one-board stocks are just a look.
Volume never lies; volume ratio trends are reliable.
Either don’t act or go all in on the leader.
Before establishing a stable pattern, only use idle funds to trade stocks.
Breaking through mountain bandits is easy; breaking through mental bandits is hard.
Leaders at high levels often fluctuate; laggards find it hard to turn at the top.
Institutional funds determine temperament; retail funds are a double-edged sword.
With funds and themes—big bull; with funds but no themes—slow bull; no funds but themes—snail; no funds and no themes—dead bull. Choose stocks from the top three; if it’s the fourth, the bull is dead, what are you still playing?

The above views and comments are for review and research methods only. The stocks involved are not investment advice. I do not assume any guarantee. All sharing and exchanges do not constitute actual trading advice. No promises of returns; gains and losses are your own. The stock market involves risks—invest carefully. Wishing everyone successful investing, happy life, family happiness, a long bull market, and all the best.

Remember to like—500 likes first, like before you watch, daily wealth, triple your income monthly!!!

Red star 500 likes, I will never leave Taoxian.

Wishing all fans, teachers, friends who like and support, in 2026:
Lead the charge in catching bull stocks, help the market rise, embody the spirit of the dragon horse, trade successfully, and make big money! Let’s all call the wind and summon the rain in the stock market, and see every stock turn red!

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