---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41066843.md"
description: "Semiconductors, HBM, CPO, cloud providers, NeoCloud, CPU, power—the entire chain has already been revalued. But the company at the very center of this system remains the asset with the most reasonable risk-reward profile in this round, and it's falling 📉.I have no choice but to continue increasing its position weight. I feel it's unfair.$NVIDIA(NVDA.US)Currently, the position size is a bit larger than Microsoft's. If it continues to fall, I'm prepared to raise it to a 50-60% position.NVIDIA can no longer be valued like a traditional semiconductor company. It's no longer "selling cards," but rather selling a platform AI factory system. Growth looks at the slope, gross margin at quality, buybacks and your dividend foundation, while Agentic AI gives you future dreams and time."
datetime: "2026-05-23T06:23:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41066843.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41066843.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41066843.md)
author: "[巴菲Te北京分特](https://longbridge.com/en/profiles/897160.md)"
---

# Semiconductors, HBM, CPO, cloud providers, NeoClou…


### Related Stocks

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## Comments (21)

- **Doge839 · 2026-05-23T08:52:03.000Z · 👍 1**: The premium pricing power is very strong. I bought in at 170, but sold it due to impatience. It's been sideways for half a year, and now I'm chasing the high price. 😂
- **Doge839 · 2026-05-23T08:50:24.000Z · 👍 1**: Simply put, the consensus EPS for 2028 is 11.5, calculated at a 25 P/E ratio, 25×11.5=287.5, I'm being quite conservative already. Did you sell everything you bought before? I think it's time to start holding onto some shares, not sure what the policy will be like later. Continue adding at 210 and 1
  - **巴菲Te北京分特** (2026-05-23T08:52:22.000Z): Hmm, keep adding, I reduced a bit at 230.
  - **Doge839** (2026-05-23T08:54:27.000Z): Then your cost basis is good, I'm essentially without a base position.
- **跨境客Jim · 2026-05-23T08:19:34.000Z · 👍 1**: Special's third goal, the double Top 1%, will be achieved next spring🎉
  - **巴菲Te北京分特** (2026-05-23T08:35:37.000Z): 😂😂Still far from it, can't rush this matter😅
- **maque · 2026-05-23T07:58:43.000Z · 👍 1**: This is about to get the account banned, and you still have the mood to discuss this?
  - **巴菲Te北京分特** (2026-05-23T08:35:47.000Z): Hmm hmm 🤣
- ***烟火声* · 2026-05-23T07:25:48.000Z**: The scale is too large; it's indeed very difficult to pull up its stock price.
  - **巴菲Te北京分特** (2026-05-23T08:36:08.000Z): Yeah, the weighting in the index is too high, it's being tightly controlled.
  - **Doge839** (2026-05-23T08:56:23.000Z): This way of holding is more secure, lower expectations, profitable but stable. You see, apart from Tesla, Value Brother's picks are probably all old-school tech.
  - **巴菲Te北京分特** (2026-05-23T09:18:04.000Z): Yeah, that's right. It's just highly secure.
- **Macrohard · 2026-05-23T07:15:18.000Z**: How much is Microsoft's share, bro? 😆
  - **巴菲Te北京分特** (2026-05-23T08:36:32.000Z): 2. Not more than 3
  - **巴菲Te北京分特** (2026-05-23T08:36:47.000Z): My holdings are quite concentrated, just four or five.
- **invincible steak · 2026-05-23T06:36:36.000Z · 👍 1**: Agree
- **晴儿2025 · 2026-05-23T06:31:00.000Z**: It's just a con stock, quite surprising, yes.
  - **巴菲Te北京分特** (2026-05-23T06:56:44.000Z): 😂