---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41681276.md"
description: "Current positions, for reference only."
datetime: "2026-06-10T13:55:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41681276.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41681276.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41681276.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Current positions, for reference only.…


## Comments (34)

- **MR.sunshine · 2026-06-10T15:28:40.000Z**: Thanks, boss
- **BNF · 2026-06-10T15:11:20.000Z · 👍 1**: Isn't this a semiconductor ETF?
- **好公司好价格趋势为王 · 2026-06-10T14:41:08.000Z**: I actually shared a ride with four people, so happy
- **不要频繁浇花 · 2026-06-10T14:31:14.000Z**: OMG, I actually have 4 positions that are the same as the big shot's 🥳
- **热狗 · 2026-06-10T14:27:50.000Z**: Isn't Brother Feng going to Tesla?
- **我的小钱钱 · 2026-06-10T14:27:25.000Z**: Brother Feng has gone all in.
- **Mansion（买入即跌） · 2026-06-10T14:25:51.000Z**: How did you pick KLA and Applied Materials? That was such a precise catch.
- **蒙奇路飞 · 2026-06-10T14:25:12.000Z**: Thanks for sharing, Brother Feng.
- **陆羽鸿渐 · 2026-06-10T14:24:10.000Z**: As solid as Mount Tai⛰️
- **Milkshake · 2026-06-10T14:23:53.000Z**: Thanks for sharing
- **龙场悟道忘忧草 · 2026-06-10T14:22:22.000Z**: Basically fully invested
- **qwq · 2026-06-10T14:22:18.000Z**: Is Pinduoduo not doing it anymore?
  - **晓风 morning_wind** (2026-06-10T14:23:11.000Z): Switched to AI
- **江東 · 2026-06-10T14:15:00.000Z**: Add Marvell Technology as a supplementary to Light?
  - **晓风 morning_wind** (2026-06-10T14:15:30.000Z): Sort of.
  - **江東** (2026-06-10T14:20:04.000Z): Saw that storage is almost the largest holding stock
- **黄仁勋JensenHuang · 2026-06-10T14:11:15.000Z**: This is awesome
- **明媚的夏佐 · 2026-06-10T14:08:14.000Z**: Thanks for sharing.
- **厉害钊 · 2026-06-10T14:05:25.000Z**: All in on tech, ah, Brother Feng, you're a beast
- **你还年轻，三千万不够 · 2026-06-10T14:02:12.000Z**: Brother also runs a supermarket?
- **永久持有有定价权资产 · 2026-06-10T14:01:23.000Z · 👍 1**: My TSMC position is 90%.
- **李涵悦李博思的交易员 · 2026-06-10T14:00:38.000Z**: All in, awesome bro
- **石来运转 · 2026-06-10T13:59:26.000Z**: Thanks for sharing.