I read a copy written by a researcher at Maitong, but unfortunately I didn't see it right away. However, it was so risky that I managed to read it. It's better to be late than never to arrive I don't know if you have noticed the update of 'Maidian' on the official website of Maitong recently. Actually, it has been several weeks and I have been wanting to find time to write an interpretation of my thoughts on 'Maidian'. Today, I will use this article 'Research Group Preferences' to say (original link: https://(((msx. com)))/news details/147) First of all, it is strongly recommended that friends interested in the US stock market, macro international economy, and politics add 'Maidian' to your bookmark: https://((msx. com))/news/0 I have also acknowledged the help that MaiDian has provided me more than once, publicly or privately. Here is my personal interpretation of MaiDian's information classification: 1. Market News: Frequent updates on current events, including US stocks, precious metals ETF、 International enterprises Waiting for the latest announcement information (updated every 20-60 minutes) 2. Spoiler alert for Maidian 2026: It is likely that Maitong Research Institute or internal Maitong employees will interpret current events related to the US stock market and international companies (updated on average every 3-4 days) 3.2025 wheat dots Market Yearbook: It is highly likely that the year 25/26 will be a watershed, which includes annual reviews by Maitong and major enterprises for 2025 4. Review and Outlook: Focus on analyzing the outlook before the opening of the US stock market on that day (the update time is currently uncertain) 5. Financial Reports and Major Events: Update on Corporate Financial Report Data and Major Government Events in the United States 6. In addition, there are four directional classifications in 'More'. My favorite ones are 'Industry and Theme' and 'Company Research', which categorize companies, national current affairs, and financial news Key sorting and understanding will enhance one's ability to invest in and research US stocks Feeling that Maidian will be an important part of the Maitong platform, those who are truly willing to stop and understand with care can use the various resources provided by Maidian to help themselves increase their ability in US stock investment research, position allocation, and trading logic .. Wait Back to the beginning, why do you think it's a pity to read this article now? This article has many essence treasures. Through Q&A sessions, I dug out some US stock targets that researchers reviewed last year and looked ahead to this year. I picked out the repeated targets for everyone to see: The most frequently occurring: GOOGL/TSLA/RKLB/HOOD/BTC/QQQ AI/Technology Core: NVDA/AAPL/META/AMD Traditional assets related to encryption: COIN/MSTR/CRCL Energy&Power/AI Infrastructure: VST/CEG/GEV (Power/Energy Logic) Subject/High Volatility: ASTS/RKLB/IREN/PLTR My own interpretation of essence: 1、 The US stock market is returning to 'profitability/landing' The market is no longer blindly buying based on AI alone. Does it really care about making money? Undoubtedly, since last year, everyone has emphasized that AI is the main axis of the future. However, we have learned our lesson and should not rush into it just by listening to stories/narratives. The most realistic question is: when will the capital I have invested be repaid? Converted to income again? You will find that both AI and valuation are beginning to divide into different classes: Those who can convert CapEx into cash flow, left on the table, can only talk about the future, walking slowly without giving up. This is not the ebb of AI, it is the time to truly implement it. This may make the US stock market less stimulating in 2026, but the direction is clearer 2、 The tokenization transaction has been truly established In the past few years, RWA has been the hottest term, and people have been looking forward to how crypto can be combined with real assets. Nowadays, tokenization trading in the US stock market is so simple. When trading is no longer a problem, what people care about is trading experience, liquidity, and fund allocation .. 3、 The correlation between the US stock market and the cryptocurrency industry may no longer be tied to each other I increasingly don't believe that if the US stock market rises, the cryptocurrency market will definitely rise, because the two have completely different thinking logics: US Stocks: Corporate Profits, Returns, Financial Reports Coin Circle: On chain Emotions, Protocol Mechanisms, News Hotspots, Who Who, Who, One Word In the short term, the two may still be affected by factors such as interest rates and wars, but in the long run, their starting point will only become increasingly distant (based on the current cryptocurrency ecosystem). I think this is actually a good thing. Different logic and different fund allocation in hand make sense 4、 Buying chips is better than buying electricity In 2025, many people have overlooked "electricity" and emphasized how powerful their computing power is. However, the real bottleneck is "electricity". No matter how good the GPU is, without electricity, it will be useless. So you will see that electricity, power grids, energy infrastructure, and these seemingly sexless things have become the ancestors of the future AI era, and also the most realistic necessities of the AI era Looking back at this' Researcher Chat Room 'now, I find it very interesting that they are actually telling us what to buy, teaching me to use my own logic to judge and use actual problems that have occurred to find business opportunities from solutions. Oh! Thank you again to all the partners who have contributed to 'Maidian'. It's great to have you all here ❤️ US stock trading platform: https://((msx. com))/? code=lLQN19 @MSX_CN @ MSX_US MSX Wheat Dot