Boss Remus's Stock Market Zap Series
⚡️雷老闆 Remus⚡ · Boss Remus's Stock Market Zap Series: notes for every episode, to use alongside the video: preview, review, and jump back to any section.
All episodes (newest first)
November 2026
- Ep 84
Not Buying the Dip After the Night-Session Crash: Wait for Objective Conditions, Not Feelings
After a night-session crash that at one point fell about 4000 points, the Taiwan market still closed down a sharp 1873 points, so Boss Lei is not buying the dip: foreign investors sold a net 911 億 (less than the day before), but only one of six objective conditions (oil) has been met, and he still wants foreign selling to shrink and margin forced liquidations to be fully flushed out.
- Ep 83
A Broad Selloff Is Not Yet the Time to Buy the Dip: Margin and Foreign-Investor Conditions Are Still Unmet
Taiwan stocks sold off across the board and 100 strong stocks hit limit-down, but margin balances and the index decline are still in the orange zone, not the blue zone where historical bottoms have formed, so host Boss Lei urges against rushing to buy the dip: foreigners have net sold nearly 1.5 trillion since October, and he wants conditions such as a single-day margin drop of more than 100億 and foreigners turning to net buying of 500億.
October 2026
- Ep 79
Memory Stocks After Earnings: Buy the Range, Not the Bottom, with Cash-Level Control in a Low-Volume Market
SK Hynix posted strong earnings and Korean memory stocks bounced, but the broader market is rising on thin volume with a near-vacuum in chip flows, so buy the range rather than the bottom and adjust your cash level in steps based on pre-written objective criteria instead of intraday emotion.
- Ep 78
PCB Stocks Plunge: Rumored Order Cuts at Taiwan Union Technology, Foreign Selling, and Indicators for Bottom-Fishing
When PCB stocks plunge, fundamentals are hard to judge, so the speaker lowers his cash level first and waits for the Taiwan dollar to rise, Japanese PCB stocks to retake prior highs, and Japan and Korea to stop falling before buying the range rather than the bottom, because part of this selloff comes from loosened chip positioning and foreign investors withdrawing money.
- Ep 77
After the PCB Show: Material Shortages, Price Hikes, and the Signals to Wait for Before Turning Bullish
The PCB show confirmed that ABF substrates are getting larger and more multilayered while upstream materials are short and equipment lead times are stretching, so the industry trend is irreversible; but market volume is weak and foreign investors are still selling, so he waits for foreign buying and falling oil prices before turning bullish, and for individual stocks he waits for a base to form near the quarterly moving average before entering.
- Ep 76
Taiwan Stocks Back Near the Quarterly MA: High-Level Volume, Foreign Selling and Investment Trust Support
Taiwan stocks are back near the quarterly moving average: if the index holds it, individual stocks still offer plenty of opportunities, and if not, take profits first, because foreign selling pressure persists but investment trusts are still propping up the market, and leverage is no higher than during the July crash.
- Ep 76
Pullback Plan Amid Persistent Foreign Selling: Cutting Exposure, Taking Profits in PCB, Waiting for the Monthly Line
Continued foreign net selling, a weaker Taiwan dollar and oil back at highs have worsened market flows, so the speaker cut his exposure level from nearly 90% to about 60%, mainly by taking profits in PCB, and will add only once foreign investors turn buyers again or prices reclaim the monthly line.
- Ep 75
Read the News Objectively, Avoid Linear Thinking: CCL Price-Hike Rotation, and Caution on King Yuan Electronics and Nan Ya at High Levels
News should be read objectively without linear thinking, because the King Yuan Electronics–Nvidia cooperation news spread last week, and its US expansion will reach small-volume production in 2028 at the earliest and does not affect current operations; trades should rely on the quarterly line, monthly line and institutional flows for defense, with caution on high-level, heavy-volume stocks like Nan Ya.
- Ep 74
A 1000-Point Drop Isn't Overheating: Memory and Optical Bad News, Moving-Average Trimming Discipline, and Buying the Pullback
The market's drop of about 1000 points still isn't overheating, and the memory and optical communications news is mostly short-term negative or emotional selling, so the speaker trims holdings to 70–75% in stages as the index breaks the 5-day, 10-day and monthly lines, and treats the pullback as a chance to position in optical communications and PCB.
- Ep 73
Taiwan Stocks Consolidate at Highs: Sector Rotation, Position-Level Discipline and Stock Scenarios
Taiwan stocks near the 5 wan (ten-thousand) point level are only consolidating at highs rather than turning from a bull market, because money is still rotating and chasing prices and no heavy-volume black candlestick has appeared, so risk should be managed through position level and scenarios set in advance for key stocks such as Largan and ASPEED.
- Ep 72
Passive Components and Glass Fiber Cloth Rotation: A Bullish Taiwan Stock Playbook with Profit-Taking and Defense Levels
Taiwan stocks can stay bullish with a rising currency, bullishly aligned moving averages and money flowing into PCB and passive components; pick stocks that foreign investors, investment trusts and margin traders are all buying, and set profit-taking and defense points first.
- Ep 71
AUO and UMC Break Their 5-Day Lines: Take Profits and Stay Flexible as the Index Nears 5 Wan Points
AUO and UMC should be sold for profit, not stopped out, once they break the 5-day line, because margin traders, foreign investors and investment trusts are all selling together, while the index nears 5 wan (ten-thousand) points on weak volume and weak advancers versus decliners, so trading must stay flexible.
- Ep 70
Picking Stocks and Taking Profits After the Taiwan Index Breaks 5 萬 Points: Sector Rotation, the Valuation Method and Buying Dips
After Taiwan index futures broke 5 萬 points, Boss Lei raised his target, believing volume has not peaked and retail investors have not returned, so holdings can stay above 80%; but more stocks fell than rose today, so stock selection and profit-taking discipline matter more than chasing highs.
September 2026
- Ep 69
AUO Chase Discipline: Buying Near the Quarterly Line, Stop-Losses and Trading in Low-Volume Markets
Don't chase highs until the broader market breaks higher on volume; pick only stocks within 10% of the quarterly moving average that have formed a base, and set stops at the 5-day line or the low of the red candle, because chasing now means an overextended deviation, so wait for a high-volume breakout.
- Ep 68
Mid-Autumn Turning-Point Talk, Where MediaTek's Pullback May Stop, and How Much to Trim the Index Position
The Mid-Autumn turning-point theory does not hold up statistically, and MediaTek's pullback after a big run is a reasonable pause that need not reach the quarterly moving average; but with the index below its 5-day moving average, the speaker says those heavily invested can trim 5% first, because selling pressure is heavy near the prior high and OTC turnover is insufficient.
- Ep 67
CCL Revival and ITEQ's Limit-Up Lift PCB Stocks Toward Prior Highs: Stock Switching and Profit-Taking Near Prior Highs
CCL and PCB stocks are reviving after ITEQ hit limit-up, but until the broad market and the OTC market both break their prior highs together, the speaker believes selling individual stocks near their prior highs is right, so he relies on small stop-losses, stock switching and profit-taking discipline.
- Ep 66
Valuing Gold Circuit and Taiwan Union, Origin-Washing Doubts, and a Stock-Switching, Profit-Taking Discipline
The speaker's personal view: on next year's EPS of 70–80, Gold Circuit (金像電) at around 1000 is only about 12x earnings; he sees Taiwan Union (台燿) below 1400 as cheap and finds origin-washing doubts hard to credit; in trading he stresses willingness to switch stocks and keep to profit-taking discipline, and says he cannot be responsible for others.
- Ep 65
Stock Rotation After Taiwan's Market High: AUO Volume Surge, ABF Names and Profit-Taking Rules
The broad market has not truly broken its prior high and the OTC market has not returned to its previous peak, so the speaker argues for locking in gains once a stock is up 20-something % and switching into fundamentally strong, low-base stocks, rather than holding out for a single stock to gain 50%.
- Ep 64
AUO Profit-Taking, Acer's Shortage Call and Mid-Autumn Reversal Talk: Responding with Moving-Average Exposure and Defense Points
The Mid-Autumn reversal talk and Acer's shortage call can both be ignored: as long as the 5-day and 10-day moving averages of the broad market stay in bullish alignment, keep exposure above 80% and exit once they break, because individual stocks keep rotating and some stock surges every day, so moving-average exposure and per-stock defense points beat guessing at reversals.
- Ep 63
After Taiwan Stock Turnover Tops 1 Trillion: Judging a New High, and Trading UMC, Connectors and Chip Packaging/Testing
With TAIEX turnover above 1 trillion and UMC leading, the speaker raises his equity exposure to 75% but does not go all in, because a breakout to a new high must be judged by volume and whether a long upper shadow forms; only a break above 1 trillion without a long upper shadow makes it a real new high, so he keeps reserves until then.