---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40065969.md"
description: "Portfolio bought 5% $SoftBank(SFTBY.US), optimistic about the business of its two sectors: 1) OpenAI will reverse the temporary product disadvantage against Anthropic. 2) AI chips require a large amount of CPUs, and Arm will capture the largest share here."
datetime: "2026-04-21T12:56:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40065969.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40065969.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40065969.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Portfolio bought 5% $SoftBank(SFTBY.US), optimisti…


### Related Stocks

- [ARM.US](https://longbridge.com/en/quote/ARM.US.md)
- [SFTBY.US](https://longbridge.com/en/quote/SFTBY.US.md)
- [9984.JP](https://longbridge.com/en/quote/9984.JP.md)
- [SOBKY.US](https://longbridge.com/en/quote/SOBKY.US.md)
- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)

## Comments (12)

- **jamsoul · 2026-04-22T14:36:09.000Z**: I've been following Brother Feng for a long time and have always admired him. His insights are truly unique.
- **呼噜噜壮仔 · 2026-04-21T23:18:05.000Z**: If you're optimistic about self-developed CPUs in the AI era, would it be better to just buy ARM? Is SoftBank still primarily considering OpenAI?
  - **晓风 morning_wind** (2026-04-22T13:42:05.000Z): Both are available.
  - **呼噜噜壮仔** (2026-04-22T13:51:37.000Z): Can learn something👍
- **MR.sunshine · 2026-04-21T16:03:55.000Z · 👍 1**: Excellent, cleared out labu?
- **酥油饼幺二幺三八 · 2026-04-21T14:28:29.000Z**: I'm bullish on Brother Feng's position.
- **石来运转 · 2026-04-21T13:46:40.000Z**: Bro, steady
- **莹姐姐 · 2026-04-21T13:15:20.000Z**: Is the position so scattered?
  - **晓风 morning_wind** (2026-04-21T13:33:48.000Z): It's almost all AI now
- **学着理解这个世界 · 2026-04-21T13:14:46.000Z**: Bro, didn't you previously increase your Pinduoduo position to 20%? Recently, Pinduoduo hasn't rebounded. How come your position is at 10% now? Did you just sell at a low price?
  - **哈哈丫丫** (2026-04-21T13:18:45.000Z): Others have risen a lot, so the position in Pinduoduo is low now.
  - **晓风 morning_wind** (2026-04-21T13:25:59.000Z): Reduced position