--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39001369.md" description: "Beginner's Notes on Learning US Stocks 84Doing SubtractionOriginally wanted to wait for another shocking statement from the orange-haired guy today, hoping for a golden pit to be smashed out to collect chips, but waited until now with no movement, getting ready to sleep...At market open, the Google limit order at 301.18 was filled, the NVDA limit order at 170.18 is still pending... Cleared out Apple and TSM positions in the Longbridge account. Currently only hold five stocks, over 80% position, the rest is reserved for NVDA and Google. There's still some chance to add, no rush, take it slow. Even if I can't add, it's not considered missing out. UNH is still the top position, which has also honed my patience.Managed to bring the cost basis of ZIM and LLY in the IB account down to zero, holding very little now. LLY will most likely be held indefinitely, waiting for a stock split or a big drop to give me another chance to add, considering positions below 900. ZIM is waiting for privatization and delisting at 35, or just holding it to collect interest. This account mainly adds BRK.B, QQQ, and VOO, considering long-term balanced allocation. MU and PLTR are both positions I've finished buying, currently both profitable. The account is less than 60% invested, so no rush. If STX has chips below 380, I'll scoop some up too.For AI, I'm most bullish on NVDA and GOOG. The remaining position in Longbridge is reserved for these two. Chips are reserved to add BRK.B, QQQ, and VOO to their predetermined allocations. For the remaining position, I'm optimistic about storage and AI application implementation. Already bought some MU for storage, also bullish on STX. For AI applications, I'm bullish on PLTR.Among domestic funds, except for Hang Seng Tech, the others are doing okay profit-wise. Total investment in Hang Seng Tech is less than 10%, not really wanting to move it, just let it sit. The stock account does regular investments in gold, dividend, and healthcare ETFs. Stopped the gold DCA after it rose above 5000, never got a good entry opportunity; the dividend ETF has also risen nicely recently, doing monthly DCA, mainly considering the dividends; this healthcare ETF is currently at a loss, it's based on a classmate's research, just following along with a small monthly investment, the amount is small, no big deal.Don't believe in luck, believe in math. Do the arithmetic well, know your potential profits and losses, then you won't be too embarrassed.Don't gamble, do subtraction, only buy leading companies with good fundamentals, then short-term volatility won't be too scary.Winning all the time is hard. What's important is to keep yourself in the game.Took a look at the market, probably not much opportunity tonight, off to sleep~" datetime: "2026-03-02T16:31:48.000Z" locales: - [en](https://longbridge.com/en/topics/39001369.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39001369.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39001369.md) author: "[慢慢长大的南瓜](https://longbridge.com/en/profiles/12907503.md)" --- # Beginner's Notes on Learning US Stocks 84Doing Sub… ### Related Stocks - [PSQ.US](https://longbridge.com/en/quote/PSQ.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [UNH.US](https://longbridge.com/en/quote/UNH.US.md) - [GLD.US](https://longbridge.com/en/quote/GLD.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [LLY.US](https://longbridge.com/en/quote/LLY.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md) - [07299.HK](https://longbridge.com/en/quote/07299.HK.md) - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md) - [ZIM.US](https://longbridge.com/en/quote/ZIM.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [STX.US](https://longbridge.com/en/quote/STX.US.md) - [07552.HK](https://longbridge.com/en/quote/07552.HK.md) - [07226.HK](https://longbridge.com/en/quote/07226.HK.md) ## Comments (14) - **脆皮大学牲 · 2026-03-03T07:26:40.000Z**: 《Newbie》《Top 2% by Assets》 - **慢慢长大的南瓜** (2026-03-03T15:15:05.000Z): No conflict, indeed investment has just started. - **RinaLee · 2026-03-03T06:09:42.000Z**: Which domestic dividend stock did you buy? - **慢慢长大的南瓜** (2026-03-03T15:14:00.000Z): CSI Dividend ETF - **RinaLee** (2026-03-03T15:18:21.000Z): I've been following this one too, but in the end, I bought the Hang Seng Dividend Low Volatility ETF managed by E Fund. - **慢慢长大的南瓜** (2026-03-03T16:13:22.000Z): Should be about the same, getting ready to invest regularly for dividends. - **Frank Gallagher · 2026-03-02T21:49:11.000Z**: Not bad, saved it. - **慢慢长大的南瓜** (2026-03-03T15:14:10.000Z): Thanks for the recognition, let's keep exchanging ideas. - **小鱼yy · 2026-03-02T18:47:04.000Z**: @小鹿yy - **巴菲特的门徒 · 2026-03-02T17:03:40.000Z**: Create an investment project in GPT, then send the table to GPT to help you analyze and optimize it. - **慢慢长大的南瓜** (2026-03-03T15:14:46.000Z): It's a good idea, trying out AI tools - **巴菲特的门徒** (2026-03-03T16:56:43.000Z): I've been trying out semi-automation recently, thinking of first connecting a virtual account directly to the rules I've written, running it for half a year, and checking it weekly. The key issue is t - **慢慢长大的南瓜** (2026-03-04T00:02:40.000Z): Hahaha, I'm also a newbie. I haven't thought about using AI at such an advanced level yet. The main thing I lack is information for analysis. I invest for the long term, which is actually pretty good,