February 5, 2026: Sentiment of Grouping in ST Cubic, Minbao Optoelectronics

Hello everyone, I am Zhou Qi Weiyang, a short-term trader focused on sentiment flow [Taogu Ba].

My approach might not be everyone’s favorite here, so I took a break from updates for a while.

Today, a fan asked me about it, so I’ll write a bit.

Starting with bulk metals, I initially identified the explosion point for Hunan Silver on January 15th, then followed with Silver & Nonferrous on January 20th, and Yugong Gold & Lead on January 23rd.

Missing out on metals, don’t miss out on oil and gas.

Almost at the optimal timing for oil and gas.

And sensing risks in bulk commodities is also at the best timing.

Because after extreme madness driven by human greed, someone has to pay the price—buying when no one is paying attention, selling when everyone is clamoring—that’s the principle.

From bulk oil, gas, and metals, the peripheral futures plummeted sharply. I feel that, based on the percentage change, at least Monday and Tuesday should be thoroughly checked.

Then on Tuesday, there was a recovery. After the recovery, many people fantasized about a second wave, but they got hit hard again (I won’t go into details, I’ve deleted those records).

At that time, I said I was too lazy to argue; the market will teach people how to behave. Yesterday and today, it’s clear what bulk commodities look like.

Recorded during the trading session on February 5, 2026

Bulk metals became the most heavily impacted area.

Yesterday’s space photovoltaic stocks also suffered heavy losses.

Commercial aerospace remains turbulent.

So where is the emotional breakthrough this time?

Group formation has become the only way for short-term capital to go long.

Fenglong Shares continued its upward trend after release… none of them can beat me, I’m still on top.

ST Cube said: Am I not human? What does your trend after release mean? Let me show you what a big long leg looks like—yesterday’s limit-up, today’s continued 20cm涨停 (limit-up).

Mingbao Optoelectronics (民爆光电) quietly remains silent: three consecutive one-word涨停, plus today’s turnover板 (low-key dark horse strong).

From Mingbao Optoelectronics’ first涨停 to the two-limit-up review, it shows a 20% attitude.

So whether it’s ST Cube or Mingbao Optoelectronics, have they collectively reached a height of 20cm? Better than 10cm. The stocks fighting for space with four or five limit-ups are still trying to push through.

Liancheng Shukong (连城数控), I said it’s driven by emotion or leading the charge. Yesterday, ST Cube released, and it knocked him down. Winner takes all, loser is just a loser…

Liancheng dropped sharply today… the ten-day doubling battle is this fierce (of course, I took a 10cm bite).

The review post I posted last night was very early.

ST Cube is the market’s chosen group, carrying and driving sentiment. I may not like it, but I have to acknowledge it. When it rises, I continue to see it as sentiment; when it falls, I use its decline to see who can withstand it.

At the open today, Mingbao Optoelectronics surged sharply, and ST Cube immediately followed (I hoped ST Cube would fall, so Liancheng could resist and carry sentiment, which would increase my position, but unfortunately, ST Cube moved with it).

Both performed strongly in the morning, making me hesitate for a moment (because Liancheng had the first move yesterday, I didn’t want to add too much. I watched for a while after opening, then realized there was nothing else worth watching except them, so I continued).

Why control positions? Because there are still uncertain competitive factors. I don’t know if ST Cube will be stronger than Liancheng tomorrow, or if Tanaka Jing will be stronger, or if ST Cube can hold if it drops tomorrow, or if it can maintain strength on its own. So I can only control my positions.

I don’t need to watch the index wail and scream.

Looking at sectors for recognition and hunting wild stocks is just my amateur hobby.

My real big move is finding emotional carriers, finding consensus among short-term funds, and making emotional key points.

Targeting stocks that double every ten days each month.

I don’t need a fixed pattern; I adapt to whatever shape the market takes.

Understanding sentiment, understanding capital intentions—there may be no absolute strongest, but it helps avoid many pitfalls. Knowing where not to go is enough.

Group stocks by sector, group individual stocks, regardless of specific patterns.

Follow your heart, follow the sentiment, sense the flow.

If you think what I wrote is okay, leave your footprints, tips, or encouragement…

If you think it’s a mess, just pass lightly. Thanks.