There is a very powerful technology called "distillation" in the field of AI. I just suddenly thought of a way to break through the information cocoon in investment. Distille the holdings and operations of major well-known investors and star funds. Reverse thinking, if a stock has long-term growth, there will inevitably be more investment institutions building positions in the process to increase its market value and bring it into the public eye. The quarterly reports of major star funds can be used as AI models to release new models, and we retail investors can directly "distill" the new essence in them. We can choose not to buy their newly added holdings of stocks, but we can consider the motives behind their operations. Understand the industry changes beyond your information cocoon. Many people do this, but lack systematic handling. If it were me, I would refer to a few points to 'distill'. 1. The number of followers from celebrity institutions and investors on the addition of the same stock. A small quantity indicates early opportunities, and then we can see if we are in our preferred industry, If so, add optional research to focus on deducing the possibility of future directions. If not, it depends on the size of its position. If the Ant warehouse passes, and if the proportion is relatively large, it should also be considered with self selected research reasons. 2. Observe multiple quarters to see if there are more institutions building positions in newly added stocks. If there are fewer, remove them, and if there are more, pay close attention. 3. Focus on observing the heavy holdings of all celebrity institutions and investors, as well as the collective increase in holdings. Whether to place a bet ultimately depends on whether it will evolve into a new "pump" in the field of AI, replacing storage and communication. Their financial reports, changes in positions, and opinions are all high-quality external sources of information for us.