Investing and personal finance on mantou's blog

Stop misunderstanding Pop Mart!

Mon, 10 Aug 2026 00:00:00 +0800

In a recent, incidental study, three good companies were found, the first of which was Pop Mart. So, in the last 10 days or so, I’ve been working on it on a multidimensional basis, on and off the line. These include, but are not limited to, viewing the currents of the store, asking about the original intentions of friends or strangers, looking online at the company’s development plans, in-depth interviews with the founders, and collecting the views and opinions of various prominent bloggers on the company Pop Mart.

It takes time, fix it as soon as possible!

Fri, 29 May 2026 00:00:00 +0800

Today’s investment research and AI interaction work is very intensive and requires a lot of work. It can be considered the right thing to do, because there is a saying that if the workload increases after using AI, then it is used correctly. Otherwise, there is a high probability that it is used incorrectly. How to understand this matter? Using AI correctly means that the intensity of your work content has increased a lot, and it also corresponds to more workload. Because AI is a tool that you use correctly, more of its value is tapped by you. And if you use AI to do things that you can and should do yourself, such as reading and summarizing the summary and central idea of a book. Then it is taken advantage of by AI. So AI was not utilized well. In this state, AI does not exert its due value. I’m lucky that I didn’t let myself fall into this state. The workload has also increased a lot and is very challenging. I feel full of joy at the end of the afternoon!

Thanks for the comfort Micron!

Tue, 26 May 2026 00:00:00 +0800

What does pain feel like? What does it feel like to be complicated and melancholy? What does it feel like to have an explosive state of mind when you are sick? So what does the combination of these three feel like? I can’t answer it, I just feel a little powerless. It feels uncomfortable to watch any movie and feel a little noisy to listen to any sound. I didn’t know what to do, except that what I wanted most was to rest, not to find another job as soon as possible. My current physical condition is really bad, and I still have constant retching. So I can only make some choices decisively, and decisively block people or things that make me feel uncomfortable or withdraw from the environment. My state has been really bad recently. Although it was much better one second, it became bad again the next second. How happy one second is, how painful the next second is. This is absolutely the opposite, and I really can’t understand it.

I am running out of words to write.

Fri, 22 May 2026 00:00:00 +0800

The biggest thing today is that the China Securities Regulatory Commission plans to punish Tiger, Futu and Changqiao in accordance with the law. The specific announcement includes: punishing these three securities companies in accordance with the law, and giving them a two-year transition period to remove existing users. At the same time, they are only allowed to sell but not buy. This announcement has basically blocked the way for mainlanders to invest in Hong Kong and US stocks. Of course I am also deeply affected by it, but the overall scope of the impact is relatively controllable. But it’s interesting to say that I just finished writing an article on the topic of being prepared for danger in times of peace yesterday, and today I have a case.

520

Wed, 20 May 2026 00:00:00 +0800

Today, 520, it seems that this year’s 520 isn’t much of a vibe compared to the past. There’s a lot of people on this day, and there’s a lot of people watching the Internet. I’m no exception, and until tonight, there’s not much of a festival-related movement in the friends’ circle. We’re all just working our asses off. We don’t care. What about me? Likewise, I am more concerned about the performance of the British Vadera tonight than I am about such a boring holiday.

Learning from the experience of others

Thu, 23 Apr 2026 00:00:00 +0800

1.Choose first, act later.

The outstanding achievements that Lei Jun and Zhang Yiming have achieved so far are all the result of the blessing of the times. After all, a person is so small that no matter how hard he works, without the blessing of trends and the empowerment of the development of the times, he will be unlikely to achieve more impressive results. This methodology is not only applicable to a certain enterprise, but also to an individual.

More specific follow-up work

Wed, 15 Apr 2026 00:00:00 +0800

Today’s work is concrete and the information is detailed. Today I made some necessary sharing and exchanges about some of my investment operations. As a result, a lot of my content has become extremely serious and cautious, just like dancing ballet on a high-altitude tightrope, every step is cautious and every step needs to be perfect. In fact, today’s sharing is nothing, and I have not prepared anything. It is more like a casual external display, which is more perfunctory and relatively frivolous.

Keep iterating...

Thu, 09 Apr 2026 00:00:00 +0800

Today’s workload continues, pushing my work to a new level.

The main construction work is in the two aspects of “body construction” and “trading system”. At the level of body shaping, I iterated on a Gem specifically targeted at fitness and fat loss based on the new prompt words. Compared with the previous one, which was limited to a single chat box (it is easy to forget the context after a long time) and a relatively weak AI assistant, this improvement can almost be said to be a “Davis double-click” iteration. Regarding the trading system, his work is aimed at the two fields of US stocks and cryptocurrency. I also conducted in-depth discussions, exchanges and learning about specific strategies with AI. In the U.S. stock/cryptocurrency market, targeted investment paths were discussed regarding specific positions and capital volumes. At the same time, some of my original currencies were screened with the most stringent criteria based on the minimum necessary screening criteria. Therefore, when investing and trading under such circumstances, I no longer wander around blindly without a map as I did in the past.

A closer look at the memory-chip sector

Mon, 06 Apr 2026 22:06:00 +0800

This afternoon, before the U.S. stock market opened on Monday this week, the bulls in the “storage sector” began to pounce madly on the bears. As a storage ETF “DRAM” that was just launched last week, it rose by almost double digits before today’s market opening. $MU, which I was betting on and was very optimistic about, also experienced a considerable return in value. When I saw this, I was as happy as if I had made a right bet, but also as calm as rationality. For me, I would not be surprised no matter how the market closes tomorrow. Judging from the weekly, monthly and even quarterly lines, this stock has considerable room for growth.

3.27

Fri, 27 Mar 2026 00:00:00 +0800

The global financial market is really not optimistic. The US stock market plummeted last night, which can be said to be a downturn. The aggressiveness of this move really scared off countless retail investors into abandoning their trading. Perhaps the dealer was also happy to see this and continued shuffling the cards without any intention of stopping. It can be said that this is also an inevitable step. After all, at this moment, we are facing the background of “continuous wars”, “the rising momentum of the Federal Reserve to raise interest rates” and “increased risks of global economic recession”. In view of this moment, I also responded actively, that is, proactively adjusted my position to seek stability. So our big brother: NVIDIA became my heavyweight. Of course, in order to better cope with the coming turbulence, you also need to unwind some “value stocks” so that your funds can take advantage of greater advantages and efficiency in the future!

3.24

Tue, 24 Mar 2026 00:00:00 +0800

Today’s content is actually very hardcore, or today’s work is very hardcore, that is, frantically discussing with AI what to do next. But all of this started from an idea I had on my way to work. So around this idea, I conducted more in-depth study of the two areas of “investment” and “foreign language”. The whole process is nerve-wracking, but also quite efficient and rewarding. For example, in terms of foreign languages, I have a clearer understanding of the next foreign language learning. For example, what is the purpose to be achieved? for how long? How many stages will it be implemented? Specifically what parts need to be paid attention to at each stage, etc. In the end, I became extremely confident in learning and mastering this area.

Another day working alongside AI

Sun, 15 Mar 2026 00:00:00 +0800

Today’s work is mainly to review and sort out what we learned yesterday, and to conduct a more rigorous sorting and planning of the things to be done next, that is, overall planning.

According to what I learned yesterday, I made many detailed arrangements on many specific matters (for the purpose of production):

1.Writing Micron financial report;
1. Write tutorials on how to use Google and Github;
1. Train your brain (by learning four foreign languages in the next year)
1. Thoughts after writing a series of articles on logic;
1. Force the daily input amount to 3 or more than 10,000 words.

To be precise, these contents are actually a large piece of quite complex and highly complex learning tasks. Many of the contents are similar to “stir-fried old dishes”, but this time the “old” content is significantly lower. Because the tome is very serious and solemn in its focus on “production”.

March 1

Sun, 01 Mar 2026 00:00:00 +0800

As of 5:46 pm, I have mainly done two things today: compiled an article about Micron Technology and uninstalled openclaw on the computer.

The former’s job is to deepen his recent impression of AI learning, and organize the reading notes he learned into a WeChat public account article and publish it. This is just my routine.

The latter’s approach may surprise and curiosity some people. Today, when openclaw is so popular, not only did it not continue to play, but it was also directly uninstalled? In fact, I had an obvious idea of this decision the day before yesterday, and it was not until today that I officially abandoned this “lobster”. The reason is simple: the current openclaw is not worth spending more time and energy on me now.

Choice determines investment results

Sat, 28 Feb 2026 00:00:00 +0800

It seems that since a long time ago, I have had an extremely strong mentality. Of course, this concept of Mu Qiang may also be somewhat different from the current mainstream concept of Mu Qiang.

|For example, my performance of being strong is: In the financial market, I am stronger than the leading companies in various sectors. For example, Starbucks in the coffee world, Tesla in the electric car, NVIDIA in the AI field, and Bitcoin in the digital world. And this logic only comes from the Matthew effect that I preset for myself a long time ago, and with constant personal verification, I realize that it is becoming more and more correct.

No bragging, no slander, objective description

Thu, 26 Feb 2026 22:03:01 +0800

After finishing today’s content course at around 2 o’clock this afternoon, I originally communicated with my AI assistant some of the inspirations I learned during the refresher training, so as to integrate and revise the current fixed investment list. As a result, I came up with an impromptu idea and asked a few questions about AI casually, and then devoted my whole afternoon to communicating with AI. The more we chat, the more in-depth we become, the more we chat, the happier we become, the more we chat, the more excited we become, and the more we chat, the more joyful we become.

Some personal views on the current financial market

Fri, 20 Feb 2026 20:01:01 +0800

Meituan recently issued a profit warning, and I vaguely felt that an opportunity was coming.

How to double 5 ten thousand dollars to 10 ten thousand dollars is to keenly find excellent financial assets in various financial sectors to ambush.

Based on my current level of knowledge, I would think that in the short term, that is, within one to three years, there are two most cost-effective ones: BTC and Meituan. One is the absolute leader in the digital world, and the other is the largest local leading company in the world. In the current market situation, BTC has lost nearly half of its market value compared to the highest point of this bull market. Meituan has also been suppressed by Alibaba, a giant company with deep pockets, and is still resting and consolidating at the extremely low level in the past six years…

New Year's Day: The first day of the new year!

Tue, 17 Feb 2026 00:00:00 +0800

If you suddenly get some spare money one day, what will you do with your money? To take this a step further, if you suddenly had a whole block of free time, how would you arrange your time?

Before answering this question, I must calm down for a while before answering. Because before this, I had not thought about and examined these two very important and indispensable contents relatively seriously and comprehensively.

God’s Currency – Bitcoin

Fri, 06 Feb 2026 00:00:00 +0800

**If there is a currency in this world that “doesn’t need to trust anyone”, Then it must not look artificial. **

Introduction: A currency that doesn’t look like an artifact

Why is there, for the first time in human history, a currency that “doesn’t require trusting anyone”?

Before talking about Bitcoin, it’s necessary to put one thing aside: the price.

If the value of a currency can only be proven by its rise and fall, then it is not discussing a currency but a speculative product.

My Post

Fri, 23 Jan 2026 16:12:33 +0800

As soon as you start building, you will find a lot of difficulties that you have never imagined before. Recently, I wanted to write a guide on optimizing investment strategies, but when I was actually ready to write it, I found that there were countless aspects that I needed to continue to optimize. I don’t want to write too cliché, and I also want to optimize the feedback I received when I wrote the article before, so I am still writing this article over and over again… You can’t eat hot tofu in a hurry. Only by working slowly can you get good work. So based on the principle of “long-term and useful, simple and easy to understand”, I was frantically inputting various related articles or video content, and my brain was also processing at an accelerated speed. The article about Chinese medicine I wrote yesterday also came from this. Although the article was written in one afternoon, the entire writing process actually spanned more than three years. Looking at the emergence of in-depth and high-quality articles, they actually have similar experiences. No good article can be written by the author just by tapping his forehead or having an idea one day. Without exception, they are all works that have been created by the author’s years or even decades of experience and wisdom. The reason why we see many people “easily” and frequently creating so much high-quality content in a short period of time is simply because the quality and depth of their thinking has reached a singular point of qualitative change. And the actions shown to everyone are just a natural result. Remember, the compound interest effect of knowledge is far more amazing than the compound interest effect of money…