Here's a market brief: 1. crwv feels bad to participate in; just take a small position to bet on a violent rebound. 2. The rum market should be starting; once the wind blows from tether, many stocks inexplicably start gaining traction, which is a sign of initiation. 3. Power/nuclear power, both upstream and downstream infrastructure are speculative topics, but with the K-line at a high position, it's better to wait for a pullback to get in. You shouldn't go long on ccj due to potential merger risks. Conversely, nxe, which is related to upstream nuclear minerals, has relatively low risk when going long during a sector boom. 4. cvna's earnings report is not bullish; the current public data shows a price drop and faster sales speed, combined with consumers going crazy buying cars before tariffs this quarter, the performance won't be bad, but the next quarter is hard to predict. 5. geo, in conjunction with Trump clearing homeless populations, has seen bullish options appear countless times; in my opinion, those buying large bullish options have insider knowledge, but the market isn't buying it. 6. Many mining companies are abandoning low-grade ores and accelerating the layout of new mines and core businesses, which may benefit mining equipment stocks (cat, large-cap stocks). 7. The core reason for the rise in coal stocks is that China has started cracking down on excess capacity, closing small coal mines, which has pushed up the prices of coal futures, leading to a rise in global coal and coal stocks. 8. It's essential to pay attention to the fluctuations in the lithium market. 9. Navy upgrade concept stocks: still mainly those drone stocks.