Talk some nonsense on the weekend.

Disclaimer: This represents my personal opinion only. If you disagree, let's discuss rationally. If you can't stand me, just block me. Argue with me and you're right - I'll submit to you.

On weekends, I still like to casually chat with everyone about $XIAOMI-W(01810.HK) chips and the backstory.
In 2017, Xiaomi launched its first chip, the Surge S1, following Huawei's HiSilicon Kirin. If I remember correctly, Huawei's HiSilicon Kirin later switched to Snapdragon, while Xiaomi also adopted the Qualcomm+Snapdragon model.
You could say domestic chips back then were truly the worst of the worst - even dogs would step on them after they were served up.
By 2018, when Trump launched the first round of tariff wars against China, China meekly backed down. There was no choice - China's foundation was seriously lacking at that time.
Moving forward to 2020, the pandemic hit. For domestic industries, this created a survival-of-the-fittest environment, just like in the US - complete opening up, where only the strong survived. Countless companies collapsed, but countless others grew stronger.
Meanwhile, what was the US doing across the ocean?
After a brief adjustment period, they printed money, handed out cash, and saw stock market euphoria and a crypto explosion.
Looking back at China, the Hang Seng Tech Index plummeted from 10,000 points to 2,800 - a cliff-like drop of nearly two-thirds.
You might say: What the hell does this have to do with Xiaomi's chips?
Actually, looking back, Chinese tech companies have been very low-profile these past few years. Lei Jun only became unusually vocal last year. When the SU7 launched, it didn't make much personal impact, but suddenly around September-October last year, popularity exploded. It's as if invisible hands pushed Chinese tech companies into the spotlight. Whether it was People's Daily endorsing Xiaomi's cars last week or backing Xiaomi's chips this week, everything seems carefully orchestrated to showcase Chinese technology. Do you really think they'd make such a big deal about Xiaomi's chips if they hadn't been thoroughly tested, verified and reported?
I believe this is more like unsheathing the sword after years of preparation.
Whether it's DS, reciprocal tariffs, the surge of foreigners after transit visa policies, the sudden rise of $CTG DUTY-FREE(01880.HK), the CSRC going all out recently, or personnel changes across various sectors - in stock market terms, we call this unusual activity. Look at $Unitedhealth(UNH.US) - someone's supporting it at 250, just like someone's supporting Xiaomi at 36 and $TENCENT(00700.HK) at 421. Just focus on your own work and leave the rest to the country.
Reading this, some people will probably say I've lost my mind, that I belong in the Myanmar stock market, that I'm born to be a naive investor.
To them I can only say: travel more. Compared to some people who've barely left the country, my passport has visas from at least 10 places. After seeing abroad and returning, I can say our population quality and infrastructure are at least middling - especially regarding prices.
Stock trading doesn't mean you must defend the market for your country. Even if you profit in US stocks, cashing out still contributes to China's GDP - it's all good. But if you think HK and A-shares are just harvesting naive investors and start resenting your country, thinking it's shit, then I suggest using your trading profits to travel. After experiencing $7 hot dogs, $5 sodas, and $1-10 tips for every service abroad, see if you don't gain some appreciation for your homeland when you return.
That's all for now - time to game.