---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40448510.md"
description: "“Follow the trend, cut the weak and keep the strong, manage your positions.”This requires repeated study and contemplation.All recent profits have been used to feed Microsoft.The broader market keeps hitting new highs, so I'm allocating a bit to defensive stocks.$Invesco Nasdaq 100 ETF(QQQM.US)$Microsoft(MSFT.US)$Eli Lilly(LLY.US)$Roundhill Memory ETF(DRAM.US)"
datetime: "2026-05-06T01:20:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40448510.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40448510.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40448510.md)
author: "[做时间的朋友 520](https://longbridge.com/en/profiles/18822385.md)"
---

# “Follow the trend, cut the weak and keep the stron…


### Related Stocks

- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [LLY.US](https://longbridge.com/en/quote/LLY.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)
- [QQQM.US](https://longbridge.com/en/quote/QQQM.US.md)

## Comments (8)

- **做时间的朋友 520 · 2026-05-06T03:59:53.000Z**: Lie flat to get rich🌚
- **不要频繁浇花 · 2026-05-06T02:57:33.000Z**: Fully agree
  - **做时间的朋友 520** (2026-05-06T03:25:05.000Z): Right, if the trend is correct, directly investing in sector ETFs is also very good.
  - **不要频繁浇花** (2026-05-06T05:47:08.000Z): Boss, can I ask how high you see DRAM going?
  - **做时间的朋友 520** (2026-05-06T06:22:14.000Z): It's impossible to predict in the short term. Looking at the dynamic P/E ratio, it's not considered expensive yet, but it's quite frenzied. I'm going to lie flat with my small position for a while bef