---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40173069.md"
description: "$Micron Tech(MU.US)$Alphabet - C(GOOG.US)$Taiwan Semiconductor(TSM.US)According to my plan, continue to deleverage tonight, keep option positions below 10%, and hold another 30% in cash. Big tech earnings next week could be very volatile, hopefully we can land safely. Both TSMC and Micron have over-delivered. Micron captured all the gains, while I sold TSMC too early."
datetime: "2026-04-24T11:23:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40173069.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40173069.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40173069.md)
author: "[Ryan-](https://longbridge.com/en/profiles/19144604.md)"
---

# $Micron Tech(MU.US)$Alphabet - C(GOOG.US)$Taiwan S…


### Related Stocks

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

## Comments (4)

- **每天吃大肉 · 2026-04-24T13:39:37.000Z**: Also feel like I'll hold onto MRVL a bit longer, sell the others, and talk about it after earnings season.
- **TZ9 · 2026-04-24T11:47:51.000Z**: Bro Ryan is too strong, I've been following your thinking. Planning to wait for a pullback to buy long calls. Reckless trading now is also a huge risk of losing money 😭 Lost money again this month from random buying.
  - **Ryan-** (2026-04-24T11:51:25.000Z): There were two times when I sold during the tail-end crash. My TSMC shares were also sold off at that time 😂 This week is really hard to play.
  - **TZ9** (2026-04-24T11:55:08.000Z): That's right, the mindset still needs improvement, need to keep learning.