--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42206362.md" description: "Took advantage of the volatility and sold $Vistra(VST.US)$Constellation Energy(CEG.US). The short-term rally exceeded expectations, so I exited, freeing up over 10% in cash. I added to my long position in $Apple(AAPL.US) and bought long calls on $Microsoft(MSFT.US)$Amazon(AMZN.US)$Alphabet - C(GOOG.US)." datetime: "2026-06-25T15:13:17.000Z" locales: - [en](https://longbridge.com/en/topics/42206362.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42206362.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42206362.md) author: "[巴菲Te北京分特](https://longbridge.com/en/profiles/897160.md)" --- # Took advantage of the volatility and sold $Vistra(… ### Related Stocks - [VST.US](https://longbridge.com/en/quote/VST.US.md) - [CEG.US](https://longbridge.com/en/quote/CEG.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) ## Comments (63) - **杨爷爷 · 2026-06-26T04:57:00.000Z**: The positioning of big tech stocks is quite good, but why is Brother Te buying some calls and some underlying stocks? - **zag · 2026-06-25T18:40:27.000Z**: Already gave up on mag7 - **巴菲Te北京分特** (2026-06-25T20:15:32.000Z): One day you'll realize they are not ordinary companies. - **zag** (2026-06-25T20:17:00.000Z): I can still buy it another day - **zag** (2026-06-25T20:17:29.000Z): Anyway, QQQ already includes it all - **经年知风 · 2026-06-25T17:17:46.000Z**: With Trump coming, Microsoft is stable. - **巴菲Te北京分特** (2026-06-25T20:14:39.000Z): Hold on, bro - **深圳吴彦祖 · 2026-06-25T17:16:48.000Z**: Bro, can you analyze Microsoft? It's been falling so much it's numb. - **巴菲Te北京分特** (2026-06-25T20:14:12.000Z): No one's analysis is useful in this situation, bro. We have to wait for the company's earnings reports to prove it themselves. 😀 We'll know after waiting for two more earnings reports. - **卖卖空调来补仓 · 2026-06-25T17:07:06.000Z · 👍 1**: Microsoft, I'm in at 400, all trapped, not adding more - **一意g行 · 2026-06-25T16:20:26.000Z · 👍 1**: Don't buy stocks in a downtrend channel, don't fight the trend. The strategy of averaging down on declines is suitable for players with unlimited funds. Averaging down on declines is just covering up mistakes. - **蟹老板的交易员** (2026-06-25T16:50:29.000Z): Go play with your space stocks and explore the vast universe, be good - **一意g行** (2026-06-25T16:52:23.000Z): I've castrated myself, doubled because of the stars and the sea, and also halved because of it. - **Weylyn** (2026-06-25T17:29:48.000Z): That's not the case. Value investing is about averaging down on the left side. - **PANSUYIN · 2026-06-25T16:15:23.000Z**: It still seems a bit early to say it's stabilized, mainly because the overall market is too close to the CTA's sell point. - **巴菲Te北京分特** (2026-06-25T20:19:58.000Z): I don't try to guess the bottom, I only look at the price. If the price is right, I can buy. - **ns5ei3听夏雨 · 2026-06-25T15:47:41.000Z**: There's no end to bottom-fishing Amazon, the old man still needs to wait and see a bit more, but Value Brother has made his move, maybe it'll surge tomorrow, who knows. - **韩跑跑的交易员Luka · 2026-06-25T15:38:12.000Z · 👍 2**: Dare not add more to Microsoft's options, bought some shares and 2x leverage instead 🤣 - **新用户_aciiF · 2026-06-25T15:36:33.000Z**: I always thought options should be entered only when the market is in a stable consolidation phase. Can a long call ignore today's 5-point fluctuation? - **巴菲Te北京分特** (2026-06-25T15:39:41.000Z): Cannot be ignored, the timing of buying is indeed quite important. - **新用户_aciiF** (2026-06-25T15:40:54.000Z): That Brother Te must be particularly bullish 🐂 - **巴菲Te北京分特** (2026-06-25T15:42:08.000Z): I don't have calls on Apple, I only have the underlying stock. What I added today was also the underlying stock. Apple is my reservoir. - **螺旋丸爆锤空军 · 2026-06-25T15:30:02.000Z · 👍 3**: Microsoft thought the position they opened was very safe... Now they've lost 30 points, and it's still falling... It's falling with no hope in sight🤮🤮🤮 - **巴菲Te北京分特** (2026-06-25T15:30:47.000Z): 🥹🥹🥹🥹Indeed, the trend is too dog-like. - **螺旋丸爆锤空军** (2026-06-25T15:32:07.000Z): Sigh, a new 52-week low. What on earth did we do to deserve this? - **巴菲Te北京分特** (2026-06-25T15:34:13.000Z): Yes - **股海散修 · 2026-06-25T15:29:35.000Z · 👍 1**: I bought some too, added Apple, Microsoft, NVIDIA, Amazon, didn't dare to buy too fast 🤣 - **浪大爷** (2026-06-25T16:31:28.000Z): These are the worst performers this year. - **股海散修** (2026-06-26T00:00:45.000Z): Investing in individual stocks carries such risks. - **阳光哇 · 2026-06-25T15:26:14.000Z · 👍 1**: The seven sisters have all fallen so badly that it's like they've shit themselves. I'm scared. It feels like the market has changed now. - **Double l · 2026-06-25T15:22:18.000Z · 👍 1**: Microsoft boo-hoo - **ʕ•ﻌ•ʔ · 2026-06-25T15:17:24.000Z · 👍 1**: Two big shots have spoken out together, what else do I have to hesitate about? ☺️☺️ - **巴菲Te北京分特** (2026-06-25T20:20:50.000Z): Value Bro is a god, I'm not. 🥹 - **螺旋丸爆锤空军 · 2026-06-25T15:16:32.000Z · 👍 1**: Alas - **无锡小雨 · 2026-06-25T15:15:35.000Z · 👍 1**: Damn boss, when it was down 5%, I looked back and Apple didn't have such a big drop, so I added a call. Why is it still falling? - **彩子** (2026-06-25T15:21:52.000Z): Quantitative trading + institutional rebalancing + price hikes have triggered some non-human operations. It should be corrected later, but you have to say it's probably not enough in a few days. - **无锡小雨** (2026-06-25T15:22:51.000Z): Thanks for the clarification, Brother Caizi. - **彩子** (2026-06-25T15:23:32.000Z): My information is incomplete, you should ask Fente to answer you again. My perspective is very limited. - **不奋东西 · 2026-06-25T15:15:28.000Z · 👍 4**: Still, you ran fast last time!I'm down 80,000 on Microsoft - **跟顾神反着买** (2026-06-25T15:19:23.000Z): It's fine, AMD made money - **脆皮大学牲** (2026-06-25T15:20:43.000Z): What's the cost? - **不奋东西** (2026-06-25T15:21:37.000Z): The options distribution is quite extensive. It's hard to tally. - **在微软等半导体暴跌 · 2026-06-25T15:15:06.000Z · 👍 1**: 🙉