---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41915487.md"
description: "Recently, my portfolio hasn't changed much and has basically been in a fully locked position. I was worried that if I sold, I wouldn't be able to buy back, so I didn't move much. I just happened to catch the World Cup🏆, which happens every four years, and I basically had no mood for day trading because I was busy calculating, watching, and betting on games (I only bet on legitimate sports lottery!). Last night's Spain vs. Cape Verde match really moved me to tears! On one side was the world's second-ranked✌🏻 team with a luxurious squad worth 500 million euros, where even the substitutes were valuable. Almost no one was optimistic about Cape Verde, a small African country entering the World Cup for the first time, ranked 64th in Africa. Everyone thought it would be a one-sided victory for Spain, but the result was 0️⃣ to 0️⃣. Putting aside objective factors like match-fixing, just looking at this game, the Spanish team took 27 consecutive shots, averaging three every ten minutes. Seven key shots were all saved by Cape Verde's goalkeeper, Vozinha. A 40-year-old veteran actually cried like a child after the match, saying he had waited his whole life for this moment! It's not only champions who are remembered. At this moment, this goalkeeper is the hero of their entire country. It truly echoes the saying, 'Being born into humble circumstances is not a disgrace; being able to bend and stretch makes a true man!' This spirit of continuous hard work is the most important. Interested buddies can rewatch the highlights of this match; it was really amazing. Although I didn't win my bet on this game, I'm very happy to have seen such a match!Getting back to the topic, let's enter today's pre-market summary:$Tesla(TSLA.US) I was right about this Tesla pick, wasn't I! Even though it reached 412 before the market opened yesterday, it still didn't hold the key level of 410 during the session😂. I hope it can break through today!$Broadcom(AVGO.US)$Amazon(AMZN.US) Broadcom and little Amazon are in sync again! The former has been oscillating around 390, and the latter around 245! Actually, it's really not these stocks' fault😎 because SPx is just too strong.$SpaceX(SPCX.US) The big rocket🚀 has only been listed for three days, and its market value has increased by over 700 billion USD! You can really say this cash-devouring beast is terrifyingly strong! It once reached 229.85 during the day😂. Couldn't buy on the first day of listing, and when I could buy, it was already at my selling price in my mind. My head is buzzing; I just can't catch up!$Rocket Lab(RKLB.US)$AST SpaceMobile(ASTS.US)Luckily, I took profits on those two short put options! Otherwise, it would have been another wave of profit retracement. This completely confirms my four conjectures after SPx's listing, haha!$Nike(NKE.US)$Netflix(NFLX.US) The little checkmark is currently rising bit by bit, while Netflix is treading water. Actually, it's not their fault because the sector they're in isn't doing well. The current mainstream trends are semiconductor memory and the giant cash-devouring beast SPx. Facing this situation, not falling sharply is already good😰.$Oklo(OKLO.US)$MP Materials(MP.US) Little Oklo and little MP, these two energy stocks, also rise and fall with the semiconductor sector. Although they don't have the same magnitude of gains as semiconductors, rising is better than falling, right? After all, many of my loyal fans got in at relatively low prices😏.The above are my personal views and should not be taken as investment advice for anyone😄❗ In order to write better posts later, this account will pause updates until the World Cup ends❗ Loyal fans can leave a message if needed."
datetime: "2026-06-16T13:03:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41915487.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41915487.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41915487.md)
author: "[水月望花海](https://longbridge.com/en/profiles/18959135.md)"
---

# Recently, my portfolio hasn't changed much and has…


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## Comments (87)

- **狗猫猫 · 2026-07-17T05:40:53.000Z**: Bro Hai, Netflix's earnings report came out and it crashed hard. Are we lying flat waiting for a rebound to exit, or do we need to roll over?
  - **水月望花海** (2026-07-17T15:34:09.000Z): I really didn't expect this wave! Continuous earnings reports showing sharp declines—falling even when expectations were exceeded, and falling again when they weren't met 😓. Can we push the timeline 
- **股往金来选手 · 2026-07-13T23:51:23.000Z**: Will Brother Hai still post? At what price will he enter the market?
  - **水月望花海** (2026-07-14T03:21:08.000Z): Let's talk after July 20th, I'm on vacation.
- **原始名 · 2026-07-13T17:41:32.000Z**: Brother Hai, long time no see
  - **水月望花海** (2026-07-14T03:21:15.000Z): Long time no see
- **凯kkkk · 2026-07-13T10:33:46.000Z**: Hai Ge 😋😋 came to see you, looking forward to your return
  - **水月望花海** (2026-07-13T12:15:11.000Z): After July 20th! I gave myself a month off.
- **Jerome_V · 2026-07-09T16:23:29.000Z**: Bro Hai, come take a look at you.👀
  - **水月望花海** (2026-07-10T10:35:44.000Z): Haha😃
  - **Jerome_V** (2026-07-16T14:56:37.000Z): I'm down 70% now, sigh
  - **水月望花海** (2026-07-16T15:34:46.000Z): Why not short the market since it's been performing poorly recently?
- **股往金来选手 · 2026-07-08T14:24:02.000Z**: Bro, what can Nike do? 😭
  - **水月望花海** (2026-07-08T15:48:03.000Z): Buy on dips and sell on rallies.
- **1啊城 · 2026-07-07T03:34:52.000Z**: Where has the fan-favorite Brother Hai gone?
  - **水月望花海** (2026-07-07T23:57:35.000Z): Busy with work, and also watching my favorite soccer ⚽
- **之阿别睡了 · 2026-07-01T18:12:04.000Z**: What's going on with you?
  - **野渡无人舟自横** (2026-07-03T11:03:20.000Z): Probably can't buy anymore. I 🪜, also can't buy anymore.
- **honey遇见money · 2026-07-01T07:31:31.000Z**: Bro Hai, why haven't you updated?
  - **水月望花海** (2026-07-01T13:21:49.000Z): I've been busy with my hobbies lately, as I wrote in the last post, fake fans.
  - **honey遇见money** (2026-07-01T13:22:36.000Z): Saw it, asked on purpose, just wanted to say hi😁
  - **水月望花海** (2026-07-01T13:25:22.000Z): Fake fans. I'll be back after July 20th 😰
- **原始名 · 2026-06-26T16:51:39.000Z**: Why hasn't Brother Hai been posting lately? I still want to see his ramblings🤔
- **股往金来选手 · 2026-06-26T10:07:54.000Z**: Bro, what's your target for the bottom range of Nike's current downtrend?
  - **水月望花海** (2026-06-26T10:38:49.000Z): We'll have to wait for the earnings report for this wave. In a down market, almost everything falls except for storage and safe-haven stocks.
  - **股往金来选手** (2026-06-26T10:41:53.000Z): The Nike and McDonald's I bought are not defensive at all 😭 Lost so much today and felt miserable all day. Gonna uninstall it 🤣
  - **水月望花海** (2026-06-26T11:18:45.000Z): The overall market trend is not good. If it keeps rising like this, it's done for. Other stocks have no capital inflow, only outflow.
- **股往金来选手 · 2026-06-25T07:57:07.000Z**: Bro Hai, what's a good price to get in on RKLB? 😭
  - **水月望花海** (2026-06-25T13:09:05.000Z): Don't rush when the whole market is going down. I closed my short options too early, otherwise I would have made a lot of money again🤣
- **價值的投資人 · 2026-06-23T12:51:21.000Z**: Bro, Nike 20270115 60 cost 4.8 still underwater, need to cut loss?
  - **水月望花海** (2026-06-23T13:03:47.000Z): It depends on your own situation. If your position isn't heavy, average down at a low price to reduce your cost basis! There's still plenty of time. What about pulling up the stop-loss order now? Earn
  - **價值的投資人** (2026-06-23T15:23:26.000Z): Out of ammo🙂‍↔️
- **股往金来选手 · 2026-06-22T16:24:58.000Z**: Bro Hai, what should I do? I'm getting burned 😭
  - **水月望花海** (2026-06-22T23:55:28.000Z): Everyone is losing money, not just one person. The overall market is like this, probably related to the negative impact of interest rate hikes.
- **张宪生 · 2026-06-20T19:10:22.000Z**: Brother Hai, any insights on Qualcomm you can share?
  - **水月望花海** (2026-06-22T10:17:30.000Z): Currently, Qualcomm's competition in the mobile chip market isn't that strong 😰. This round of gains is also just following the semiconductor sector's rise. Unless there's a technical update or upgra
  - **张宪生** (2026-06-22T12:35:33.000Z): Is it possible that in the future, mobile phones, as the primary carrier for AI usage scenarios, will feature built-in AI chips?
- **Jerome_V · 2026-06-18T03:00:15.000Z**: Bro, how can Netflix drop so much...
  - **水月望花海** (2026-06-18T10:28:43.000Z): The market is falling 😓 just following the decline. I made my last addition and have already given up, studying football every day with no time to play the stock market.
  - **Jerome_V** (2026-06-18T10:30:47.000Z): Haha, buying football lottery? How are you planning to bet on France and Norway~
  - **Jerome_V** (2026-06-18T10:31:23.000Z): By the way, I made money on my Broadcom lottery ticket. Thanks, Brother Hai!
- **张宪生 · 2026-06-16T16:49:55.000Z**: Bro Hai, has Netflix's current price reached your expected floor?
  - **水月望花海** (2026-06-17T10:39:47.000Z): I will add one last position between 75-77.
  - **张宪生** (2026-06-17T13:23:51.000Z): Okay (•̤̀ᵕ•̤́๑)ᵒᵏᵎᵎᵎᵎ
  - **脆皮大学牲** (2026-06-22T16:31:53.000Z): I really didn't expect it to fall this much😅
- **原始名 · 2026-06-16T13:55:00.000Z**: Haige, how do you research your entry and exit points? Can you share your research methodology? I'd like to learn in advance so I won't lose contact with you later 😉
  - **水月望花海** (2026-06-16T13:57:24.000Z): More real trading! It's all learned from losses.
  - **原始名** (2026-06-16T14:00:48.000Z): What a painful realization😬