---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38781126.md"
description: "US stocks are at high levels, I think one should be cautious when buying tech stocks with a market cap below one trillion. At most, buy a small position.Compared to AMD, I would prefer to buy Google, TSMC, and NVIDIA. If there's a big drop, I'd prioritize buying these.$Alphabet - C(GOOG.US)$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)$AMD(AMD.US)"
datetime: "2026-02-19T03:14:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38781126.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38781126.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38781126.md)
author: "[我的维他豆奶冻住了](https://longbridge.com/en/profiles/15571048.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38781126.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38781126.md)


# US stocks are at high levels, I think one should b…


### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md)
- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [Advanced Micro Devices, Inc. (AMD.US)](https://longbridge.com/en/quote/AMD.US.md)
- [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md)

## Comments (6)

- **吃包子 · 2026-02-19T07:46:29.000Z**: Boss, how many positions are you holding now?
  - **我的维他豆奶冻住了** (2026-02-20T00:10:17.000Z): Fifty percent
- **吃包子 · 2026-02-19T07:14:16.000Z**: Boss, can we chat? What are your main holdings right now? I'm your long-time fan.
  - **我的维他豆奶冻住了** (2026-02-19T07:34:50.000Z): TSMC Google Amazon Apple NVIDIA
  - **我的维他豆奶冻住了** (2026-02-19T07:35:17.000Z): Also using Berkshire as a money market fund
  - **道可道99** (2026-02-19T08:13:20.000Z): Is Yu'ebao still okay?