---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42123510.md"
description: "The Microsoft position is already sufficient. For storage, there are two long positions on Hynix in DRAM and Hong Kong stocks. The profit cushion is good enough to hold without moving. In the past few days of the big drop, I've been adding positions in optical and electric sectors, reducing leverage to hold the underlying stocks for the long term, so I can sleep soundly."
datetime: "2026-06-24T00:50:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42123510.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42123510.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42123510.md)
author: "[Silas_](https://longbridge.com/en/profiles/9957777.md)"
---

# The Microsoft position is already sufficient. For …


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