---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39550285.md"
description: "Now there are only these three companies left, and only they make me want to buy more as they fall. The others either don't have a strong enough moat or invest too much in AI! I'm afraid of the risk; I need to protect my principal."
datetime: "2026-03-26T14:17:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39550285.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39550285.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39550285.md)
author: "[史密斯周](https://longbridge.com/en/profiles/17631355.md)"
---

# Now there are only these three companies left, and…


### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)

## Comments (4)

- **Attack on Mega-H · 2026-03-27T01:03:26.000Z**: Are you in Apple's supply chain, or are you in retail?
- **永久持有有定价权资产 · 2026-03-26T15:00:48.000Z**: I'm TSM and GOOGLE, and I feel the former has the highest certainty.
  - **史密斯周** (2026-03-26T15:03:40.000Z): TSMC is good, with a high moat, and it's indeed worth buying. However, I'm still waiting. Let's see if there's a lower price tomorrow, Friday, as the level of panic on Fridays is no less than at other
- **史密斯周 · 2026-03-26T14:22:25.000Z · 👍 2**: I'm in the Apple phone business, so I dare to heavily invest in Apple. As for Google, many of its proprietary technologies can't be easily replaced by ordinary companies, such as quantum computing, Gemini, the recently released storage compression technology, and TPUs, which are top-notch in the ind