$IREN Ltd (IREN.US)$ lesson i learned over trading for months. never be affected by 24 hr and premarket. small volume big jump, not real value

If you pay close attention to these two companies, one is a rapidly rising business model that provides emotional value through blind boxes, $POP MART (09992.HK)$ and the other is a high-end baijiu company with decades of operating history. $Kweichow Moutai (600519.SH)$ When viewed together, an interesting commonality emerges: despite being in completely different industries with distinct product forms, both companies, after experiencing a financial amplification of their stock prices, almost simultaneously opted for 'reverse operations.' Following significant stock price surges, both are striving to shift from 'speculative attributes' back to 'consumer attributes.'Actively reducing speculative premiums and re-anchoring value to real consumption and long-term trust.Understanding this may be helpful for investment. The core logic can be summarized as: 'reduce gambling tendencies, control distribution channels, and sell culture.' From an operational perspective, they are essentially doing the same thing:
1. De-speculation: Preemptively pricing in the 'unsustainability of the bubble'
$Kweichow Moutai (600519.SH)$ : In the past, Feitian Moutai commanded extremely high premiums in the secondary market, leading to its financialization (hoarding). Current policies (such as private enterprise subscriptions, eliminating bottle return incentives) aim to curb scalpers and ensure the liquor reaches actual dining tables. By 2026, increasing direct sales volume, cutting out dealers’ markup rights, will allow the 1,499 RMB reasonably priced liquor to enter the self-operated system and private enterprise channels on a large scale—essentially increasing 'effective supply.'
$POP MART (09992.HK)$ : In the past, its growth was highly dependent on 'hidden editions'...

$IREN Ltd (IREN.US)$ lets fly to moon