---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41700736.md"
description: "Conflict has flared up again, CPI met expectations, but I think the sports event had some impact, SPCX has also absorbed funds, liquidity is a bit tight, and brokerages have cleared domestic trades. This month is destined to be tough, but I think it's a time to position, we should settle down during this period and allocate this month's funds properly.My current positions are mainly in storage, Microsoft, and NVIDIA, followed by MRVL, and a little CRWV. Google, gradually increasing position, FOTO also gradually increasing position, I will still add DRAM at the right price. Haven't added any small-cap stocks, I will only add small-cap stocks on the right side (after confirmation).I've been continuously adding Zijin Mining in A-shares, currently the only position that's trapped, cost 30. Gold price around 4100, mining cost around 1500, huge profit margin. Zijin promises a dividend payout ratio of no less than 35%, I think the company has performance and confidence. Of course, if the gold price breaks 3800, I will cut losses without hesitation.The above is not any investment advice. It's just my own thoughts and holdings, as a record of my own investment journey.My daughter at home bought a few chicks, went to school early in the morning. Taking my son for a walk in the neighborhood, going to work soon~"
datetime: "2026-06-11T02:08:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41700736.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41700736.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41700736.md)
author: "[UncleK](https://longbridge.com/en/profiles/11622978.md)"
---

# Conflict has flared up again, CPI met expectations…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [FOTO.US](https://longbridge.com/en/quote/FOTO.US.md)
- [601899.CN](https://longbridge.com/en/quote/601899.CN.md)
- [02899.HK](https://longbridge.com/en/quote/02899.HK.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)