---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38672566.md"
description: "Let me add one more point. In the past, the US stock market experienced a broad-based rally. As long as you bought the dip of the giants, you were essentially picking up money, with the only cost being a bit of time.But now, US dollar hegemony is over. Global capital is no longer flowing into US stocks, but rather to Europe, Japan, Hong Kong, precious metals, and even the A-share market. Big money no longer blindly believes in US stocks. US stocks don't have that much capital anymore; liquidity has dried up. Therefore, poorly performing stocks will just keep falling, and even if they occasionally bounce back, it's just a dead cat bounce. Haven't you seen Oracle, Adobe, NOW, Microsoft, Amazon, HOOD, COIN? Which one wasn't a former giant? Which one didn't have an unbeatable moat? But why can they just keep falling? On the contrary, the strong ones stay strong, like Coca-Cola, which can rise relentlessly for no apparent reason. For comparison, both are defensive stocks, but Berkshire is like a stray dog on the roadside, while Coca-Cola is the eternal god. Then look at the main themes: liquid cooling, defense, precious metals. Including memory storage, aren't their pullbacks relatively short, their take-offs relatively fast, and their rebounds relatively strong? But those old, tired stocks struggle to rebound even one or two percentage points, and then accelerate their decline again in a couple of days."
datetime: "2026-02-11T16:53:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38672566.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38672566.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38672566.md)
author: "[股神小顾](https://longbridge.com/en/profiles/13638348.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38672566.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38672566.md)


# Let me add one more point. In the past, the US sto…


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- [ServiceNow, Inc. (NOW.US)](https://longbridge.com/en/quote/NOW.US.md)
- [The Coca-Cola Company (KO.US)](https://longbridge.com/en/quote/KO.US.md)
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- [Microsoft Corporation (MSFT.US)](https://longbridge.com/en/quote/MSFT.US.md)

## Comments (39)

- **大金元宝 · 2026-02-17T02:48:12.000Z**: The appeal can be bought now.
- **坏坏惹人爱 · 2026-02-13T00:26:29.000Z**: What's the logic behind the inflow into Hong Kong? Coming to give away money?
- **大道至简常识至真 · 2026-02-12T16:42:21.000Z**: Theoretical knowledge is all talk, just like domestic scholars and experts. When it comes to practical operation, it's also just like scholars and experts. Can't you just talk less?
- **用户6666 · 2026-02-12T16:35:53.000Z**: Time will tell everything, just like your rate of return
- **丁蟹灬 · 2026-02-12T02:47:22.000Z**: Just asking, have you outperformed the S&P?
- **全红常盈 · 2026-02-12T00:39:33.000Z**: Brother Gu, I'm backing you this time. The tech sector has been hit hard across the board, while the Dow keeps hitting new highs, with traditional energy, chemicals, manufacturing, and consumer sectors rising. Not afraid of the hard work, shorting U.S. stocks.
- **跟顾神反着买 · 2026-02-12T00:29:11.000Z · 👍 8**: God, so buy Coca-Cola? Let's open a betting pool, you buy Coca-Cola and see if you can drive the price down to $71, brothers who want to buy Coca-Cola give a like.
  - **王哪跑啊** (2026-02-12T12:47:22.000Z): Support support
- **KLIE · 2026-02-12T00:18:21.000Z**: Thanks for Kaisi's guiding light
- **KUNER · 2026-02-12T00:03:42.000Z · 👍 1**: Not bad, when the stock god is bearish, you'd better have funds to keep buying.
- **johnytl · 2026-02-11T23:12:02.000Z**: The U.S. stock market was ruined by you.
- **Don't starve Together · 2026-02-11T21:01:48.000Z**: Is the Stock God not talking about Duolingo anymore?
- **Crazy Dave · 2026-02-11T19:00:04.000Z · 👍 3**: Gu Shen gave the above stock an Overweight rating✅
- **燕郊之狼 · 2026-02-11T18:15:48.000Z**: I agree with part of what the stock god said this time.
- **雪球兔的交易员 · 2026-02-11T18:13:20.000Z**: So Gu Shen's old man is Mag 7, I thought it was those in the Dow Jones.
- **王哪跑啊 · 2026-02-11T18:04:06.000Z · 👍 1**: God, are there Tesla and Intel?
- **不止亏个早餐钱 · 2026-02-11T18:03:49.000Z**: What are you mumbling about? How should we position for next week's doomsday?
- **罗湖桥浸死鬼 · 2026-02-11T17:38:34.000Z · 👍 1**: Apart from Coca-Cola, I haven't touched any of the stocks that God mentioned.
  - **脆皮大学生** (2026-02-11T18:03:31.000Z): Then why not quickly take profits on Coke? 😂
- **Lei ～ · 2026-02-11T17:08:31.000Z**: Is God going to short the 7 sisters?
- **不重仓末日 · 2026-02-11T17:05:06.000Z**: Agree this time