[Red Envelope] Super valuable insights: This week's complete trading mindset—identifying and switching during the tide, quantitative memory, and empty position rhythm. Every step has a logic.

Brothers, have a great holiday. [Taoguba]
This week, we’ll continue maintaining a winning streak. Every trade has clear logical support. Missed opportunities—don’t regret them. When it’s time to stay in cash, never force it.

In this article, I’ve fully laid out the complete thinking for this week from Monday to Friday—everything about the underlying logic behind each switch and the real reasons for every time I went to cash.
If you understand this article, you can at least learn three things: **
1、How to judge a pullback in advance and switch to a new direction before the pullback fully hits
2、How to identify the chaotic “herd rotation” of quant funds
3、When you should act, and when you should stay in cash
New friends, watch for three days—if there’s no gain, please unfollow.
My approach: I only focus on the most proactive core and refuse to passively follow for arbitrage. There’s no ambiguity here—only intraday live setups, advance signals, and logic for when to enter and exit.
Alright, no more nonsense—let’s begin.
I. Monday: Confirm the pullback, switch to the old dragon’s herd + medical as a lagging rebound
Weekly trading overview:
1）Lock in Fals Sheng, and win a limit-up

2）Buy in on dips in batches for GuoSheng Technology, and win a limit-up
3）Enter the low-tier biotech/pharma: Double-Lu Pharmaceutical
Detailed breakdown of the switching logic

Let’s start with what happened last Friday (3.27) when I picked up Fals Sheng.
Why did I publicly say last Friday that Fals Sheng’s first board could be taken?
Everyone, go back and look at the market on the previous Friday, and also open up that day’s K-line chart—follow along and review with me.
First, I clearly stated publicly that the power-sector pullback was on the previous Friday.
That day, if you only looked at the absolute top high board (Hua Dian Energy, Hua Dian Liaoneng), there wasn’t much of a loss-making effect. Then look at the low-level multi-day board: Guangxi Energy advanced with a one-word continuation; Liaoneng Power advanced with a turnover board; the four-board New Energy TaiShan 秒板 advanced.
If your perspective only puts focus on absolute highs and relative lows, you can’t see signs of a pullback in the power sector on Friday.
But if you shift your focus to mid-tier stocks and “capacity” leaders:
CaiXin NengKe, JinKai XinNeng, and HanLan Cable—these three were the capacity-core names within that previous round of the sector. They already showed deep-water negative feedback on the previous Friday.
The capacity name for energy-saving wind power, which was built by funds, was also abandoned on the previous Friday.
Everyone must remember this line: the pullback effect is definitely reflected from mid-tier back to high-tier.
When you find that the loss-making effect in mid-tier stocks is visibly increasing, you must be extra cautious—be on guard for the pullback to appear.
So why did I pick up Fals Sheng last Friday?
After Liaoneng topped on Friday, the power sector confirmed the pullback, and the market moved into a new round of chaotic rotation.
At this time, you need to think: how would quant funds respond during a chaotic rotation cycle?
In the previous chaotic rotation cycle (when YuNeng topped), quant funds chose Fals Sheng as the vehicle for the profit effect and pulled it into a 4-lot limit-up run.
This time, after Liaoneng topped again and returned to a chaotic rotation cycle, quant funds’ memory would continue to lock onto the same previous profit-effect vehicle—Fals Sheng.
That’s why you saw Fals Sheng’s bidding price gap up with abnormal movement on the previous Friday.
The timeline moves to Monday this week
First, since the signal that power was about to pull back already appeared on the previous Friday, the focus on Monday is to see whether that pullback signal is transmitted from mid-tier capacity stocks to the high-tier.

At the same time, on Monday YuNeng continued to “keep the cup going,” and it became the catalyst for the collapse of high-board leaders.
Monday’s pre-market bidding: YuNeng, Liaoneng, and DianYuan all had big low opens.
Here, even in the early pre-market bidding, you can confirm that the loss-making effect in power has already transmitted to the high-tier—this indicates the pullback state is established.
Meanwhile, in contrast, Fals Sheng on Monday continued to gap up and秒板.
This represents two signals:
1）The power cycle is pulling back
2）The market is entering a chaotic rotation cycle, and the old dragon’s herd is being strengthened
At this time, I promptly and publicly stated my view: this power play is an intraday “accelerated clearing” node—don’t have any attachment.
So if this week you’re still gambling within power, you’ll find that as of this Friday, the power sector is still consistently moving like it’s heading into “A” mode (continuing in that pattern).
At each stage, you need a strategy for how to fight the game at that stage.
After the Spring Festival, the risk-reward ratio on the left-side trades is basically 0. If you keep holding tight a sector to bet on rotation, you’ll see that starting from commercial aerospace—then including the small cycles after the Spring Festival (crayfish, geopolitical conflict, power, etc.)—the pullback goes straight into “A.” Absolutely don’t have a lazy mindset thinking that if you just lie still you won’t get cut. The evidence shows these people got cut the worst.
Let’s get back to Monday’s intraday market.
Since Fals Sheng’s herd was strengthened, the same-zhuang GuoSheng, naturally, would also be chosen by funds. So I also publicly provided a low-buy opportunity for GuoSheng on Monday, and it delivered as expected.
And during the time window when Liaoneng and YuNeng topped on Monday, besides the strengthening of the old-dragon herd line, another sector was also strengthened—biopharma/pharmaceuticals.
On the previous Friday when Liaoneng topped, the pharma sector exploded. On Monday, MinnoVA got sold with a T-board close, further driving a pharma inflow. From MinnoVA’s 5-board height, pharma has already been continuously showing staying power.
**Here you need to learn to draw parallels: ** Quant funds won’t stop just because one sector is pulling back. They’ll build other profit-effect vehicles on their own.
Fals Sheng—the vehicle from the previous chaotic cycle—was chosen when Liaoneng topped
Pharma—also got strengthened when Liaoneng topped
So on Monday, another approach was to do pharma’s “one into two” move: Double-Lu Pharmaceutical.
That’s all the thinking for Monday. Detailed records are in past posts—fans who are serious can go back and review.
II. Tuesday: Take profit on everything, stay actively in cash
Operations
1）Take profit on Fals Sheng

2）Take profit on GuoSheng
3）Take profit on Double-Lu
Overall thinking: After taking profit on all positions, go to cash.
Why go to cash?

Everyone, keep opening the software and review Tuesday’s action with me.

Looking back afterward, on Tuesday, taking profit on all positions and not planning to open a new trade was the correct result. Because on Tuesday the index was in a state of surging high and then falling sharply back—the odds were that openings in the morning would likely result in declines and provisions in the afternoon.

Tuesday morning’s strongest theme was commercial aerospace.
In the morning, the divine sword (ShenJian)秒板 exceeded expectations and hit 4 boards, pulling commercial aerospace into a strong rebound: it rose to 2 boards again; ShunHao’s first board秒板; Aerospace Power surged sharply in tandem with the index.
If we followed my model—if ShenJian exceeded expectations and went up beyond 4 boards—that would be a must-take that day.
But here you need to think: Can commercial aerospace, led by ShenJian, actually form a primary uptrend (main surge)?
If you continuously follow my way of thinking, you’ll understand that a main surge in my framework has two signals—
1、The top height of emotional stocks
2、The strength of capacity leaders topping out
ShenJian, as a multi-board play, defines the emotional-stock top height. So in the morning, what you need to observe is: whether capacity leaders can batch-push and build strong strength on top.
And what everyone would see is: besides ShenJian exceeding expectations and reaching above 4 boards, among all those capacity carriers in commercial aerospace, within a single morning none of them managed to hit a limit-up. The only relatively decent follow-through capacity stock was Aerospace Power—it oscillated around 8%, holding up against index and sector morning divergence. In contrast, the elastic capacity (for example, XinWei) was basically a “surge up then fall back sharply.”
All these signs suggest that at least in Tuesday morning’s tape, commercial aerospace could not be defined as the main surge. Because within the sector, no capacity name delivered proactive performance beyond expectations.
Other sectors:
Power: still pulling back. Even if on Tuesday there were funds that tried to counter-push two Hua Dian high boards, within the sector the other identifiers still had the “nobody wants it” state.
Pharma: MinnoVA wasn’t up to expectations; on Tuesday you couldn’t see further staying power.
On Tuesday, the market was still defined as a chaotic rotation state. With Fals Sheng facing a 200% anomaly risk on Tuesday, funds also wouldn’t proactively touch the red line.
In summary, whether it’s sector-level or herd-level, nothing gave me a reason to keep opening positions. After taking profit on Tuesday, I went to cash.
What I want to tell you here is: going to cash is not something done on purpose—it’s because you truly can feel in real time that the day’s tape doesn’t match your personal trading model. Even you might have the feeling: “If I open this order, I’ll most likely lose money.” A market that contradicts your individual trading system—going to cash becomes a natural outcome.
III. Wednesday: The earnings “hidden line,” open a position in Tongda Shares
Operations
1）Open a position in Tongda Shares.
Logic:
Continuing Tuesday’s logic: the market is defined as a chaotic rotation cycle. In terms of themes, it’s easy to get knocked around by chaotic rotation. After all, the bigger cycle is still in the power-sector pullback.

So as we get close to the earnings disclosure, instead of guessing which sector will rotate on Wednesday, it’s better to bet on the earnings pre-increase “hidden line” that had already been activated on Tuesday (Tuesday’s earnings pre-increase was actually #1 in strength).
Also coupled with DeMingLi’s earnings upside surprise on Tuesday night—if on Wednesday DeMingLi gives positive feedback, this earnings pre-increase line will most likely shift from “hidden” to “visible.” (Looking back, DeMingLi’s limit-up “one-word” at the top got smashed and didn’t manage to activate that hidden earnings pre-increase line. But from the perspective of Tuesday, the reasoning is essentially like this.)
So on Wednesday, we still followed the plan and publicly laid out the participation opportunity for Tongda Shares.
From the perspective of Wednesday, although the market was broadly bullish, it was still essentially an oversold rebound on the tech line triggered by geo-political news. Chasing it didn’t make much sense. So after opening Tongda Shares, I didn’t have any other ideas for new openings.
IV. Thursday: Hit-sell Tongda, then enter Beida Pharma
Operations:
1）Sell in batches to smash Tongda Shares
2）Enter “one into two” by taking a position in Beida Pharma
Logic:
First, late on Wednesday evening there were policy-level news about intelligent power grids. Tongda Shares directly benefited from this news in addition to the earnings hidden line. If funds truly approved, Tongda should naturally be a one-word board or a T-board.

But Tongda opened at 9%. Even though that was near the limit-up zone, if it can’t 秒板, it still can’t confirm that funds approved the strength of the news.
That day, Tongda Shares and XinZhongGang were playing off each other’s cards, and ultimately closed with a big “terrible board.” So in the publicly shared plan, it clearly specified the right-side sell point for smashing Tongda.
For Friday’s view: if Tongda turns weaker then stronger and seconds into a board—if you can do the sell on the board—then you can understand Thursday as the state of “selling too early.” The prerequisite, however, is: you must not get fooled by a fake-out; and when quant funds are smashing, you must be faster than quant funds in handling speed.
The new position on Thursday continued to participate in the pharma sector: Beida Pharma.
First, on Thursday, JinYao Pharmaceutical tied MinnoVA’s height. Here’s the objective fact: pharma has already walked out of a wave of profit-making effects.
But within pharma’s Tuesday and Wednesday state, MinnoVA—being the emotional vehicle from the previous pharma wave—was not selected by funds. Within the sector, you couldn’t anchor a specific stock to judge. In my system, that’s fundamentally flawed.
And on Thursday, when JinYao Pharmaceutical tied MinnoVA’s height, the sector’s anchor changed:
Besides whether MinnoVA can carry on and accept an upward trend, JinYao Pharmaceutical replaced MinnoVA as the sector’s new emotional anchor.
So when JinYao Pharmaceutical doesn’t give opportunities, you can go bet on the “one into two” gap-filling rebound.
Let’s do a script rehearsal: Liaoneng → Liaoning.
So, the “one into two” participation plan publicly presented was for Beida Pharma.
V. Friday: Take profit on Beida, and stay in cash through the holiday
Operations:
Take profit on Beida Pharma in batches, stay in cash through the holiday
Logic:
On Friday, the market still showed a split and fractured state.
From the pharma sector perspective, it was a bit similar to the power sector situation from the previous Friday.
Before the market opened, I gave several key anchors to judge whether pharma still had sustainability:
First, MinnoVA—after it blew up the board on Thursday—needs to show a抢筹 red-open attitude in the pre-market bidding, which would indicate correction for the Thursday board blow-up.
→ This didn’t match. MinnoVA’s bidding was a反核 from a limit-down, and with JinYao Pharmaceutical bidding clearly hard to push up, MinnoVA’s反核 only反核到 a -5% opening.
Second, Beida Pharma should gap up 5% and 秒板, providing strong low-tier strength.
→ This also didn’t match. Beida opened around 2%—essentially still below expectations.
Third, the sector’s trend anchor depends on WanBangDe’s feedback.
→ This also didn’t meet expectations. WanBangDe, as the sector’s trend high board, and also while it was near the end of its 10-day anomaly window, like MinnoVA, bounced from limit-down反核 upward and its bidding also opened at -5%.
Fourth, JinYao Pharmaceutical needs to release divergence and trade with turnover.
→ In Friday’s tape, JinYao Pharmaceutical opened near the limit-up zone, continued to hard-press and 秒板; funds inside the market feared the divergence.
These points all indicate: the pharma sector today could either form a big divergence or enter a pullback.
The facts proved that if your perspective is still anchored on JinYao Pharmaceutical and the low-tier first boards (for example, China Medicine’s limit-up), then pharma is still only a benign divergence. But what’s the same as the previous Friday’s power sector is: the pharma sector has also started to show negative feedback from mid-tier stocks.
MinnoVA’s bidding was worse than expected, and it was corrected toward the end, then it surged and fell back
The mid-tier within the sector has already started going deep-water or hitting limit-down: LianHuan Pharma, Two-Sided Needle, RunDu Shares, etc.
The mid-tier’s “second entry into third” (Beida and YiBai) were blocking each other’s turn, but neither could advance
All these are signs of an approaching pullback.
Since we’re still within the broader power big-cycle pullback, I chose to take profit on Beida in batches and stay in cash through the holiday.
VI. Outlook for next week
What we need to anchor next week is: whether the mid-tier “loss-making effect” is being pushed back up to the high-tier.

If that happens, then JinYao’s ability to take over is crucial. If it can’t catch, it would indicate a full pullback.
Personally, I still lean toward doing a complete “topple and restart.”
(If you let me analyze this cycle for you clearly, you’ll find the cycles are actually the same—last Friday’s power, this Friday’s pharma).
VII. Summary

The core three things this week:
Pullback identification: negative feedback in mid-tier stocks transmitting to high-tier is the confirmation signal of a pullback
Quant “memory”: in chaotic rotation periods, quant funds lock onto the previous cycle’s profit-effect vehicle
Cash-out rhythm: when the tape doesn’t fit the model, going to cash is the natural choice
Five trades, each with logic; each trade is verifiable.

Thanks to the brothers who rewarded the previous post.
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Thanks to the above 18 brothers for the support with encouragement tickets.

Brothers, the weekly recap for everyone has been promised, along with super valuable content. After you finish reading, you’ll understand that every small cycle has things you can track. If you have a real intention, coordinate with the previous posts and approach, and summarize against the daily market. Just watching isn’t enough—you have to figure out the meaning for yourself.
This article—600 likes, not too demanding.
If you think you gained something this week, add a little积分 to increase the post’s heat, and support with encouragement tickets—thank you from the bottom of my heart.
600 likes—thanks to everyone!