---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39739382.md"
description: "Recent strategy: position in agriculture, wait for pwrl. After the sharp drop, I'm bullish on NVIDIA, Anthropic. Oracle might have opportunities after the plunge, and Amazon is still okay."
datetime: "2026-04-07T09:02:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39739382.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39739382.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39739382.md)
author: "[命运](https://longbridge.com/en/profiles/21915300.md)"
---

# Recent strategy: position in agriculture, wait for…


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