Thanks to mooers for support in clinching Top 1: 2025 annual review - AI database drives account profits amidst second-half HK stock slump; Looking forward to robot AI and space race in 2026's G2 new landscape 🚀

Hello, mooers! 💕💕 First, thanks to my mooers for your support in helping me clinch the annual top 1! Your support makes me willing to write and "work" for you all..💕Who Defined 2025? Meet Top 10 Mooers of the Year! Come & Check If Your Favorite Mooer Made the List!

Then, in August-September, profits reached their peak for the year (these two months were crucial for maintaining high profits), thanks to the strong performance driven by AI. So, which stocks were the main drivers of this profit? First up is $Alphabet-C (GOOG.US)$. Those who follow my earnings reports know I mentioned that Google's second-quarter earnings exceeded expectations, with improved prospects for its AI and cloud businesses, boosting market confidence in its growth potential and sending its stock price soaring.

Next is, $Intel (INTC.US)$ I wasn't initially keen on buying into this declining company, but when Trump announced that Intel had received government assistance, I didn't hesitate. The main reason was that I saw signs of improvement in the company, and subsequent developments confirmed this, with multiple positive factors driving its rise. I'm still holding onto it (the same goes for AMD; check the comments for more details; although this is a summary now, everything has its roots).

Finally, our champion, $Tesla (TSLA.US)$And $NVIDIA (NVDA.US)$ both soared to new heights. Tesla's performance is more influenced by sentiment than fundamentals, as the company heavily relies on Musk's vision. So, buying dreams for wealth = Musk's promises = Tesla; it all depends on your own judgment, mooers. I believe in this "big promise", so I chose Tesla as my largest holding. Then there's NVIDIA, the most influential company in AI. There's not much to say; without NVIDIA, all AI would face a shutdown. Its technological barriers are not easily overcome (although many companies are trying). Its hardcore technology has driven its market value globally, so just sit back and enjoy the ride.

Now, let's talk about the worst months: October-November. As you know, besides investing in US stocks, I also invest in Hong Kong stocks, mainly focusing on three stocks: $XIAOMI-W (01810.HK)$ 、 $TENCENT (00700.HK)$ 、 $Alibaba (BABA.US)$ (with positions decreasing in weight). Xiaomi's position is equal to the sum of the other two, accounting for half of my Hong Kong stock portfolio. As a long-term investor, I sold all my Xiaomi options at 60, but instead of reducing my main stock position, I bought more in batches 10 times between 55-40, which dragged down my overall portfolio profits (although my position management was good, and you can see the losses were controllable; thanks again to my good discipline). Then, the overall Hong Kong stock market experienced a correction, pulling down my overall portfolio profits. I look forward to a rebound and new highs in the Hong Kong stock market in 2026. December was all about rebounds and consolidation; nothing much to say (I was already on vacation).

Based on the above, mooers can see that although I'm more professional and experienced than you, I can't fully grasp the stock market's movements. Most of the time, I rely on daily reading and earnings reports to decide which stocks to invest in (like Intel receiving government assistance). However, in the grand scheme of things, even I can't change certain outcomes, such as Xiaomi being affected by negative sentiment from haters, which influenced overall market sentiment. That's why my account has been fluctuating between good and bad performances; when US stocks do well, Hong Kong stocks suffer, and vice versa. Although I'm not entirely satisfied with this year, overall, it's been commendable. One more thing: I can't predict the stock market, but I'm confident that good companies' stocks will hold up over time. What I fear is poor position management without discipline, which could lead to your elimination (a reminder from a 12-year veteran about the importance of position management).

Finally, let's talk about the 2026 outlook. I believe it's not hard to see that the international trend is shifting from rivalry to cooperation between China and the US, forming a new G2 landscape in this new era. Therefore, paying close attention to Sino-US technological cooperation will be crucial (small countries no longer have a say). Companies led or supported by them will be key to finding hundred-baggers.

In 2026, practical and high-utility robot AI will make significant progress. Keep an eye on relevant companies (like Tesla and NVIDIA). Additionally, the space race has restarted. With dwindling resource allocations on Earth, space exploration has become a vital factor for acquiring new energy sources and showcasing global strength. During Trump's term, I believe we'll see some remarkable space projects. Therefore, investing in companies with actual space businesses will be an important component of driving profits in 2026. As you know, I started buying two space stocks in December: $AST SpaceMobile (ASTS.US)$And $Rocket Lab (RKLB.US)$. After comparing many companies, these two are the ones that will actually launch rockets 🚀. With $SpaceX (FT0002)$ going public, I believe this area will be key to driving major profits in 2026.

Phew! That's a lot of words. I believe you're all tired of reading (I'm tired of writing too). I feel like there's so much more I could say, but I'm too lazy to write more. Moo ers, please bear with me. If you have any questions, just ask in the comments section. I'll supplement the post with responses to your questions in the comments. Please forgive any shortcomings.(after all, writing takes time and effort 💦 I've realized that hahaha)

In summary: 2025 has been a period of great divergence, a transitional phase from the Industrial Revolution to the AI Revolution. In 2026, under the G2 era, I believe AI will usher in an even greater explosion, requiring more resources, making space a must-win battleground. Mooers, let's hope we can all ride this rocket ship to the moon🌛. My goal this year is to survive, and we'll see how my predictions pan out when we do our summary and review next year.。