$MIXUE GROUP(02097.HK)$POP MART(09992.HK)I misjudged these two new consumer companies at the end of last year and the beginning of this year. With Pop Mart, I immediately felt it was because I didn't understand it. With Mixue, I didn't quite believe in the market value of a milk tea shop. Fortunately, I only shorted these two stocks without actually shorting them.$NVIDIA(NVDA.US)I have always been bullish on NVIDIA. Currently, due to the China ban, the worst is probably over. Fortunately, demand from the Middle East has suddenly surged, so I remain optimistic about holding it long-term.$Tesla(TSLA.US)I have not been optimistic about Tesla since Elon Musk got involved in reforms and government affairs. The political aspect alone makes this stock very risky. As for AI robots, the prospects are optimistic, but political risks remain. I'd rather hold NVIDIA steadily. I'm now starting to focus on stocks related to digital currencies,$Coinbase(COIN.US)$Circle(CRCL.US)Digital currencies should become increasingly widespread. The price of Bitcoin is hard to predict, but platform companies should perform decently, and the development prospects remain promising.$PDD(PDD.US)I've always wanted to hold Pinduoduo, mainly because it's cheap.