The commercial aerospace sector accounts for 30% of my total US stock holdings, with the remaining 20% in the Guanghe Index (aaoi and axti have already been released, and I bought some lite yesterday). The last 50% is in cash.


In A-shares, I bought lithium batteries and Changfei; I allocated 10% of my position to Changfei, 60% to lithium batteries, and the remaining 20% to top up the lithium battery position.
Then I’m waiting for a miracle to unfold tomorrow, looking forward to Elon Musk’s xChat to start a violent surge!
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