---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41387038.md"
description: "This is my portfolio. I only added to my position in SK Hynix today and didn't touch any other stocks.Dell: Normal adjustment, still bullish afterwards, the uptrend in my view hasn't ended in the short term.Micron: No action.Himax: I've mentioned it before, bought at 6000, holding it like a lottery ticket (originally said I was bullish it would definitely hit thirty, but the volatility is too high, treating it like a scratch card).Above, currently no bearish factors observed in the broader market. Actually, those who like Google can also watch for buying opportunities on dips. Next week's Oracle earnings report is also an opportunity. After Broadcom's earnings come out, I will refocus on Oracle stock in the short term.$Micron Tech(MU.US)$Dell Tech(DELL.US)$AMD(AMD.US)$Intel(INTC.US)$Sandisk(SNDK.US)$Himax Tech(HIMX.US)"
datetime: "2026-06-02T14:02:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41387038.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41387038.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41387038.md)
author: "[万山红](https://longbridge.com/en/profiles/15423153.md)"
---

# This is my portfolio. I only added to my position …


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)
- [HIMX.US](https://longbridge.com/en/quote/HIMX.US.md)

## Comments (23)

- **知轨道 · 2026-06-02T16:23:37.000Z**: Micron Hynix Dell arm litemrvl This one made a profit, ready to exit.
- **嘉仓多吉 · 2026-06-02T15:28:46.000Z**: SK Hynix has been performing a bit weak these past few days, not even as good as Samsung, boohoo.
  - **万山红** (2026-06-02T23:12:13.000Z): I just left
- **我先富起来了 · 2026-06-02T14:59:48.000Z**: Just added more Google, and the boss called it out 😁
  - **万山红** (2026-06-02T23:12:25.000Z): Because a drop in Google is an opportunity.
- **ns5ei3听夏雨 · 2026-06-02T14:59:29.000Z**: Storage had a small pullback today, Dell got hit pretty hard today. Tonight, capital left Micron to pump up optical communication stocks. I've been feasting on this Marvell wave, not sure how much longer Longbridge can keep it up, sigh😔
  - **万山红** (2026-06-02T23:12:41.000Z): Eat for a day, live for a day.
- **Mr.Yuan · 2026-06-02T14:22:24.000Z**: 红，搞点 asts 吗
- **广东揽金人 · 2026-06-02T14:18:29.000Z**: Seeing you say that puts my mind at ease.
- **吃啥呢给虎也来一口 · 2026-06-02T14:10:31.000Z**: Boss, can we get into Micron today?
  - **万山红** (2026-06-02T14:12:47.000Z): Micron has been giving opportunities all along, it's just that you guys are afraid of heights. Remember, when you're bullish on a stock, the first entry's price doesn't really matter; what matters is 
- **平步青云 · 2026-06-02T14:08:31.000Z**: Boss, are you bullish on ARM? Can I get in recently?
  - **万山红** (2026-06-02T14:11:56.000Z): You can build your position in batches, with the first tranche being smaller.
  - **平步青云** (2026-06-02T14:14:15.000Z): Alright, my heavy positions are also in Micron and SK Hynix, with small 10% positions in Dell and ARM at the moment. There are quite a few impactful events for US stocks in June, should I reduce my Mi
  - **万山红** (2026-06-02T14:27:28.000Z): The cycle hasn't ended yet. Unless there's some sudden development in the external environment, or we need to watch Broadcom and Oracle's earnings reports before deciding whether to reduce positions. 
- **西瓜moko · 2026-06-02T14:05:44.000Z · 👍 1**: Opened a position in MRVL today, boss.
  - **万山红** (2026-06-02T14:06:53.000Z): I'm also bullish on this, I'll see if there's a suitable opportunity later to open a position.
  - **财多福多** (2026-06-02T14:25:43.000Z): It rose a lot today, is it still suitable to enter the market?
  - **万山红** (2026-06-02T23:11:59.000Z): After-hours trading is not possible, I sold after the market closed, and I bought some during the trading session.
- **万山红 · 2026-06-02T14:03:44.000Z · 👍 5**: Please rest assured, brothers of Dell, I am with you😇
  - **我只是帅又不是傻** (2026-06-02T23:53:47.000Z): I even added to my position, won't leave until it hits 500