---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/35822268.md"
description: "$AMD(AMD.US)$Amazon(AMZN.US)$Novo Nordisk AS(NVO.US)$Alphabet(GOOGL.US)This year's U.S. stock investment journey has been incredibly lucky. In April, the lowest point was only about 5k left, and I went all in on TSMC + Google and Google options. Later, I sold TSMC at around 200 and then went all in on Google at around 160. When the earnings report came out, Google was around 200, and I sold half to chase AMD at around 140. Later, when Google was at 195, I decided to bet on AMD and its calls, with an average price of 160-170. At the time, I thought AMD was undervalued. Finally, last month, AMD had its breakout, and the stock price reached around 230. I thought the risk outweighed the reward, so I liquidated and bought what I thought was undervalued Amazon and a small position in NVO. Although NVO is still stuck, after the earnings report, I thought Amazon's cloud services were undervalued, and with the layoffs and cost-cutting measures, I went almost all in, leaving only a quarter of my position to bet on Amazon and its options. Today, I reaped the rewards again. I feel part of it was good stock selection, and part of it was just sheer luck. Moving forward, I'll stay cautious and keep pushing. I hope to hit new highs by the end of the year."
datetime: "2025-10-30T20:34:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/35822268.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/35822268.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/35822268.md)
author: "[做大做强](https://longbridge.com/en/profiles/14112332.md)"
---

# $AMD(AMD.US)$Amazon(AMZN.US)$Novo Nordisk AS(NVO.U…


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [NVO.US](https://longbridge.com/en/quote/NVO.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (5)

- **库库林 · 2025-10-30T21:08:33.000Z**: Learn👍
- **ptervip · 2025-10-30T20:51:16.000Z**: Awesome
- **Ω骑墙派 · 2025-10-30T20:42:29.000Z**: Learn from you!
- **做大做强 · 2025-10-30T20:35:55.000Z · 👍 1**: Earnings have a significant luck component. The current position of US stocks is a bit high, so everyone should be cautious and maintain cash positions for investment!
  - **st英伟达的最大受害者** (2025-10-30T20:38:28.000Z): Master, please guide me, you're amazing