---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37438757.md"
description: "Thanks for the support. Still working on the opening plan for 2026.$Taiwan Semiconductor(TSM.US)$Alphabet(GOOGL.US)$NVIDIA(NVDA.US) These three stocks still account for a large proportion. Considering a 7/3 split between U.S. stocks and Chinese concept stocks. U.S. stocks are still fully AI-configured, but will add some application-related positions."
datetime: "2025-12-30T07:12:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37438757.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37438757.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37438757.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/37438757.md) | [繁體中文](https://longbridge.com/zh-HK/topics/37438757.md)


# Thanks for the support. Still working on the openi…


### Related Stocks

- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md)
- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [Direxion Daily GOOGL Bear 1X ETF (GGLS.US)](https://longbridge.com/en/quote/GGLS.US.md)
- [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/en/quote/GGLL.US.md)
- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md)
- [XL2CSOPNVDA (07788.HK)](https://longbridge.com/en/quote/07788.HK.md)
- [XI2CSOPNVDA (07388.HK)](https://longbridge.com/en/quote/07388.HK.md)
- [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/en/quote/NVDY.US.md)
- [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/en/quote/NVDD.US.md)
- [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md)
- [T-REX 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/en/quote/NVDQ.US.md)
- [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md)

## Comments (27)

- **爱理财的小常 · 2025-12-31T04:33:25.000Z**: Followed Brother Feng
- **拂晓victory · 2025-12-30T15:35:59.000Z**: Is Google suitable for building a position now? Or should we wait for a pullback first?
- ***烟火声* · 2025-12-30T10:39:30.000Z**: Brother Feng is awesome
- **股主管理局 · 2025-12-30T09:56:27.000Z**: Very methodical, looking forward to the sharing after the research is done👨🏻‍🏫
- **小袁边走边吃 · 2025-12-30T09:36:17.000Z**: tql, what AI applications are you planning to configure?
- **护花使者爱理财 · 2025-12-30T09:09:57.000Z**: Chinese concept stocks cannot be bought 🫠🫠
  - **我的小钱钱** (2025-12-30T10:34:14.000Z): How do you invest in RMB? Any good investment advice?
  - **护花使者爱理财** (2025-12-30T10:39:30.000Z): Risk control does not require full investment
  - **我的小钱钱** (2025-12-30T10:42:21.000Z): It has to make some pocket money, can't just lie down
- **Daniel mahade · 2025-12-30T08:38:07.000Z**: I'm thinking about a problem. Currently, my US stock holdings are all concentrated in Google, NVIDIA, and TSMC, with each position around 15-20%. So when there's a pullback, they all pull back together. Do you think it's necessary to diversify the AI holdings? Just for discussion, thanks!
  - **晓风 morning_wind** (2025-12-30T10:30:07.000Z): This depends on personal risk preference and opportunity cost. I also kept some in Chinese concept stocks.
- **韭條悟 · 2025-12-30T08:27:36.000Z**: Isn't GOOG considered an application yet?
  - **晓风 morning_wind** (2025-12-30T10:29:29.000Z): part
- **我的小钱钱 · 2025-12-30T07:41:20.000Z**: Which Chinese concept stocks are you planning to invest in?
  - **晓风 morning_wind** (2025-12-30T08:18:19.000Z): Still considering
- **黎明不到1千万不收手 · 2025-12-30T07:27:26.000Z**: Are you holding the underlying stock or options?
  - **晓风 morning_wind** (2025-12-30T07:31:03.000Z): Few options
  - **黎明不到1千万不收手** (2025-12-30T07:33:43.000Z): Expert, can you help me check if any adjustments are needed?
  - **晓风 morning_wind** (2025-12-30T07:36:03.000Z): How about getting some Google for balance?
- **lyhalfway · 2025-12-30T07:14:11.000Z · 👍 3**: Besides Googl, which application stocks does Brother Feng also favor?
  - **晓风 morning_wind** (2025-12-30T07:16:06.000Z): There are quite a few like path tesla figma snowflake, still researching
  - **lyhalfway** (2025-12-30T07:18:44.000Z): snowflake has recently appeared in the 26 outlooks of many major banks, and there is still a lot of room for application in the data layer.
  - **晓风 morning_wind** (2025-12-30T07:19:04.000Z): yes