---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40121824.md"
description: "Have a drink and think about it: 1. From the perspective of influencers during this volatility, AI stocks remain resilient. 2. Cloud + AI will gradually gain momentum; those who have tokens will rule the world. $Alphabet - C(GOOG.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) 3. Semiconductors are the water, electricity, and coal of the AI era. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $AMD(AMD.US)"
datetime: "2026-04-23T02:45:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40121824.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40121824.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40121824.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Have a drink and think about it: 1. From the persp…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

## Comments (41)

- **王哪跑啊 · 2026-04-23T16:18:47.000Z**: Not optimistic about Intel? Value Guy
- **打酱油的蜗牛 · 2026-04-23T14:12:42.000Z**: GEV is considered a bottleneck stock for AI's power shortage.
- **山雨 · 2026-04-23T12:45:59.000Z**: Value Bro, I have a question: how can I hold on after my options have doubled? 🙏
- **不恐慌，复盘，耐心 · 2026-04-23T11:19:19.000Z**: If tokens are the key to the world, why isn't it Zhipu?
- **mr.hello · 2026-04-23T10:20:09.000Z**: $Broadcom(AVGO.US)This stock can't be ignored either, bro.
- **呼噜噜壮仔 · 2026-04-23T09:50:05.000Z**: Stand in the light, store the beautiful memories (＾~＾)📝, with these two, you can conquer the world.
- **双双2026 · 2026-04-23T09:43:21.000Z**: Isn't token related to CoreWeave and NBIS computing power stocks?
- **Lucky2026 · 2026-04-23T09:32:40.000Z**: Value Bro, it's already hit a new high, are you afraid of heights?
- **新用戶_TBG11 · 2026-04-23T09:30:50.000Z**: Is the U.S. stock market about to enter a bear market?
- **阿坤的巨硬铁bro · 2026-04-23T09:18:07.000Z**: Be friends with time and value investing
- **Horns · 2026-04-23T06:50:47.000Z**: Intel
- **霞霞1984 · 2026-04-23T05:56:29.000Z**: These few stocks can be held for the long term and win effortlessly.
- **价值哥 n 号迷弟 · 2026-04-23T04:03:50.000Z**: Hope to give a chance, looking back now, I really need to cherish every fluctuation, they are all opportunities, still have 20% cash, wanted to call tsm but never got the chance.
  - **Claire02** (2026-04-23T08:37:41.000Z): There are plenty of opportunities, just be patient.
- **红红红红火火 · 2026-04-23T04:02:48.000Z · 👍 3**: Berkshire should get in now, bro.
- **外贸幼稚园 · 2026-04-23T03:31:50.000Z**: Software stocks got hammered in the night market... Microsoft's opportunity has arrived.
- **择日飞升 · 2026-04-23T03:29:12.000Z**: Does Am count?
- **山雨 · 2026-04-23T03:21:17.000Z · 👍 1**: Morning☕️
- **贤老师 · 2026-04-23T03:10:53.000Z · 👍 1**: Value Bro is too awesome
- **guyng1995 · 2026-04-23T02:58:46.000Z · 👍 1**: I'm thinking about next week's earnings report. What's the probability that Microsoft drops 10%? I really want to get in 😂
  - **散户最后的底线** (2026-04-23T03:00:39.000Z): Taking off directly without giving you a chance
  - **财不入急门¥** (2026-04-23T03:20:32.000Z): Will the earnings report be very optimistic?
  - **散户最后的底线** (2026-04-23T03:48:04.000Z): I don't know, I'm just talking nonsense. Often when you think you can buy the dip, there's an even lower bottom that's an abyss. Often when you think there's still a chance for a pullback, the door mi
- **不断学习，不断进步。 · 2026-04-23T02:53:41.000Z · 👍 2**: Now I still want to learn how to make money from the quagmire of A-shares. It feels much harder than U.S. stocks.
  - **凉快** (2026-04-23T03:19:45.000Z): Don't play in a trash market.
  - **不断学习，不断进步。** (2026-04-23T03:58:24.000Z): Mainly, I don't want all the money to be in offshore markets. I still hope domestic assets can appreciate too. Currently, the safest options are over-the-counter (OTC) Nasdaq and S&P 500 index fun
  - **lucky and unlucky** (2026-04-23T05:22:41.000Z): I only buy gold for domestic investments and only U.S. stocks for overseas investments.