1. Mooers of the Year
In April 2025, I joined the moomoo community and began systematically sharing my thoughts on stock investment operations, practical experiences, and my understanding of the investment philosophies from several economic and financial investment books I've read. Over time, I gradually discovered that the community appreciates longer, logically complete analysis content, which has given me the opportunity to continuously write more in-depth and structured reflections.
Yesterday, I learned that I received the Mooers of 2025 annual recognition. This affirmation is both a surprise and a reminder for me. I want to thank every community member who has been willing to read, discuss, and offer different perspectives. Moving forward, I will continue to combine the insights gained from classic investment literature and methodological frameworks with real-world market experiences, presenting them in an intuitive and reviewable manner to share with everyone continuously.
If you want to gain a more systematic understanding of my investment style and the underlying thought process, you can refer to this previous interview by moomoo via the link 🔗: 👉 An INTJ Architect's Investment Philosophy
2. Stock Operations
Given the decent overall return on stocks over the past year, I recalibrated my goals for stock investments.After recently reading some works and interviews by Duan Yongping, I have become even more aligned with his emphasis on long-termism and anti-speculation principles. As a result, I’ve let go of the fixation on 'beating the S&P 500 every year' (Although the past three years have indeed outperformed）。
Among the more than thirty economics, finance, and investment books I have read, the most...

Unfortunately Christmas rally did not happened, but im thankful for the overall return for 2025.
My best bet of the year goes to $Alphabet-A (GOOGL.US)$ @16x and follow by $Advanced Micro Devices (AMD.US)$ below 100. although $SoFi Technologies (SOFI.US)$ was not my largest holding, it was my biggest gain in term of %, bought it below 10. Other than these, I managed to scooped up $UnitedHealth (UNH.US)$ $Oscar Health (OSCR.US)$ when they crashed on ACA announcement.
Of course I do have misstep as wel...

$Chagee Holdings (CHA.US)$ On January 6, 2026, the topic related to 'Chagee hand-mixing' topped the Weibo hot search. In a short video lasting less than one minute, an employee at one of Chagee's stores was seen not wearing gloves while squeezing lemon slices with bare hands and then stirring the milk tea directly inside the cup. The comment section of the video was flooded with negative reactions such as 'I will never drink it again' and 'disgusting.'

$Chagee Holdings (CHA.US)$ new year 2026, time to reverse the trend. whatever bad news already reflected in the price. abit over react imo. store count continue increase. company continue generate FCF.

The S&P 500 and Dow-30 opened the 2026 trading year with modest gains Friday as increases for key tech stocks like Sandisk, Micron and CoreWeave outweighed losses for other Big Techs like Palantir, Salesforce and Tesla.
The $Dow Jones Industrial Average (.DJI.US)$ added 319.10 points (0.7%) to a 48,382.39 close, while the $S&P 500 Index (.SPX.US)$ gained 12.97 ticks (0.2%) to 6,858.47.
However, ...

$Tesla (TSLA.US)$ Are we playing tug-of-war today?

$Chagee Holdings (CHA.US)$ In a country that has been drinking tea for thousands of years, turning 'tea' into a beverage that causes insomnia is itself a joke.
In China, a nation with thousands of years of tea-drinking tradition, tea has never been a 'stimulant,' but rather a lifestyle that can be consumed regularly, daily, and repeatedly.
And Chagee has turned 'tea' into ——
a drink that keeps you awake at night, causes palpitations, is avoided by pregnant women, and needs a 'light caffeine version' to save the day.
This isn't a public opinion issue; it's a cultural misalignment.
⸻
1. The underlying logic of tea culture runs counter to what Chagee represents
The essence of Chinese tea has never been about 'functional stimulation,' but rather:
• Gentle
• Restrained
• Balanced
• Can be consumed regularly
If it can be drunk daily, then it’s worthy of being called tea.
If a 'national style tea brand' needs repeated explanations:
• Is the caffeine content high or not
• Will it cause insomnia
• Can pregnant women drink it
• After what time in the afternoon should it be avoided
Then essentially, it is no longer tea but an energy drink disguised as tea.
⸻
Second, this is not about criticizing it; rather, it's about how it 'self-destructs its foundation' in the Chinese market.
Some say this is due to 'being swayed by netizens.'
Let me ask a question in return:
In China, when should consumers be health-conscious about 'tea'?
Once drinking tea becomes a risky behavior, the brand has already failed.
This is not just about one cup; the entire brand perception has collapsed.
⸻
Thirdly, in front of Japanese tea ceremony, this brand will only become a laughingstock among laughingstocks.
Japan’s requirements for 'tea' are:...

$Chagee Holdings (CHA.US)$ people complaining about caffeine in chagee tea?