---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42209121.md"
description: "Riding the wave of the popularity of Fente and Value Brother.$Apple(AAPL.US) today's drop is quite good. For such an ultra-stable stock, if it falls this much, there must be some abnormal factors. I also mentioned it in Fente's comment section, and then he shared his view. Once this kind of cornerstone stock falls, it tends to rebound faster.$Amazon(AMZN.US) I think this price level is acceptable now. Including the talk earlier this year about buying freely below 220, below 215. At this current price, and judging it together with the overall market, it's actually quite good.$Taiwan Semiconductor(TSM.US) Geopolitical economics have an impact, but currently, looking at it, it has stabilized at this level, seems fine.$NVIDIA(NVDA.US) I feel the 195 price level is also quite good. It's already back to levels from a very long time ago. Compared to AMD being so high, I think it should see some improvement, but it seems to be acting as a stepping stone for everyone, with not much movement.$Tesla(TSLA.US) As for this one, options are hard to say, but at this price, I think the common stock is okay. Playing options on Musk's stock, personally feels super risky anyway.That's right, all are old-timer stocks.Also, listing a few more for you, stocks you probably haven't paid attention to. I've shared them once or twice before. Just watch these, don't touch them. Because they are too niche, too obscure.$3M(MMM.US)$Honeywell(HON.US)$Ferrari(RACE.US) The first two manufacturing stocks have performed very well this week. I haven't figured out Ferrari, anyway, I'm not clear why this stock has been so good this week.$Nokia Oyj(NOK.US) This one seems fine to me, in the main track.I didn't buy storage stocks, and I can't analyze them either, because I've been watching them for a long time, but I don't dare to touch them. Of course, not touching them was a mistake, but touching them now wouldn't necessarily make me feel too bad.Space stocks, everyone must be cautious, definitely don't put all your focus and bets on this. You'll find I mention this in every post. It's because I've discovered too many people lurking below, unwilling to accept losses or whatever. New ones keep popping up every day, sigh. Mainly, the leverage hasn't been unwound yet.This year's SPCX-related stock list has completely lost all its value by today, all down more than 50%. Up to this moment.I watched the entire official livestream this afternoon. I absorbed all the good and bad views from everyone. But the overall view, short-term is definitely bearish, because there are too many restrictions not lifted yet. Right now, this is completely not the thing. There are also many good views. You'd better go listen to that afternoon livestream. It will give you an understanding of space, Tesla, and $SpaceX(SPCX.US). The views of the several big shots are very good. Very objective descriptions. Subjective judgment is up to us. Listen to the livestream and then decide."
datetime: "2026-06-25T16:00:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42209121.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42209121.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42209121.md)
author: "[彩子](https://longbridge.com/en/profiles/19338703.md)"
---

# Riding the wave of the popularity of Fente and Val…


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [HON.US](https://longbridge.com/en/quote/HON.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MMM.US](https://longbridge.com/en/quote/MMM.US.md)
- [HONIV.US](https://longbridge.com/en/quote/HONIV.US.md)
- [RACE.US](https://longbridge.com/en/quote/RACE.US.md)
- [NOK.US](https://longbridge.com/en/quote/NOK.US.md)
- [VST.US](https://longbridge.com/en/quote/VST.US.md)
- [CEG.US](https://longbridge.com/en/quote/CEG.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.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)
- [NOA3.DE](https://longbridge.com/en/quote/NOA3.DE.md)

## Comments (87)

- **彩子 · 2026-06-25T16:11:19.000Z · 👍 1**: For the afternoon live stream, you must definitely listen to it yourself and then make your own judgment, rather than just relying on a single sentence we describe about being bearish or bullish. You need to listen to the big shots' viewpoints, then summarize your own judgment, including official in
- **vito · 2026-06-27T12:50:41.000Z**: Sister Caizi, I'd like to ask, from three years ago until now, NVIDIA has been siphoning off capital expenditures from the Mag7 all the way to becoming the global leader. Looking back to that time, would you also have wondered, how did NVIDIA manage to take all the money?
  - **彩子** (2026-06-27T12:57:44.000Z): Let me think. Supply and demand? Monopoly? Representative of the era? Irreplaceable? I don't think I can really answer this question. You need to follow the specific analyses of those commentators on 
  - **vito** (2026-06-27T13:05:22.000Z): It seems a bit troublesome to look at comments from a few years ago on Longbridge. I found a comment from @英偉達de躺平交易員 a year ago. At this time last year, was the situation any different from what the 
  - **英伟达de躺平交易员** (2026-06-27T13:13:39.000Z): Now looking at the specific data, it has far exceeded my expectations 😂
- **roro1212 · 2026-06-26T02:12:39.000Z**: 彩哥， I need your help. Not only has Apple started raising prices on the sales side, but Microsoft Xbox has also increased prices on the consumer end. Now all the price increases on hardware are being passed on to consumers. Is this right?🥹 Will the long-term stock valuation logic change?
  - **彩子** (2026-06-26T04:13:59.000Z): I can't see Microsoft, buddy. I've always been bearish on Microsoft, including at its current price, which I think is reasonable and can be bought, but I still prefer the ones I've pinned.
- **股指比严格1:3 · 2026-06-26T00:03:31.000Z · 👍 2**: If savings don't die, consumer electronics won't rise. I shorted it when Apple announced the price hike. Apple could have made a profit even by maintaining the original price and could have squeezed some competitors. I don't know what's wrong with them insisting on raising prices. The narrative has 
- **做t小能手 · 2026-06-25T21:49:21.000Z**: Bought an Apple October $290 call yesterday, but everyone's saying this price hike is a big negative 😅
  - **彩子** (2026-06-26T02:41:58.000Z): This doesn't belong to the long-term category; it's more of a mid-term one. A strike price around 270 or even 260 is more advisable, given Apple's volatility.
  - **做t小能手** (2026-06-26T04:09:59.000Z): You know me so well. I just started learning about options and really want to hear your guidance. 😘
  - **彩子** (2026-06-26T04:13:01.000Z): Honestly, from a personal perspective, I can understand your choice of date. But from an investment standpoint, it's better for the long term, or you could set the price very low because Apple's volat
- **一个心流投资人 · 2026-06-25T18:10:55.000Z**: Amazon broke through all its basic daily moving averages today...is that the bottom?
  - **彩子** (2026-06-25T18:16:09.000Z): It's not the bottom, just a relatively safe target.
- **脆皮大学生 · 2026-06-25T17:12:35.000Z**: Newcomer, what kind of livestream is this?
  - **彩子** (2026-06-25T18:10:20.000Z): You can take a look at this one from yesterday afternoon.
- **趋势价值188 · 2026-06-25T16:37:59.000Z**: None of them are the ones I'm bullish on.
  - **彩子** (2026-06-25T16:38:56.000Z): Being able to choose your own stocks is the best. I combine others' opinions with the ones I've pinned, so the ones I'm talking about include those unpopular ones. I've been watching them, waiting for
- **赚美元中国花 · 2026-06-25T16:35:14.000Z**: How does Brother Caizi manage to output such a large volume of text at such high frequency?
  - **彩子** (2026-06-25T16:37:00.000Z): Chatterbox. Are these two words enough? And in reality, no one talks about stocks with me. I'm very happy when someone chats with me, just like you're chatting with me now. 🤣 Let's handle one thing a
- **半山外賣仔 · 2026-06-25T16:31:52.000Z · 👍 1**: Don't buy these blood bag tickets, the bottom can always go lower
  - **彩子** (2026-06-25T16:34:17.000Z): To be honest, you saw the whole thing from beginning to end during that time anyway. My inner thought is still to try to pull in the people in space as much as possible from the outside. I have no ide
  - **趋势价值188** (2026-06-25T16:39:50.000Z): Then go chase high semiconductor storage??
  - **半山外賣仔** (2026-06-25T16:51:05.000Z): Those who have bought won't have this question. This market rally was driven by semiconductors. If semiconductors collapse, the market collapses. Can these few "blood bags" lead a rebound?
- **想看富兰克林冲我撅嘴 · 2026-06-25T16:31:08.000Z · 👍 1**: After this wave of storage hype passes, I plan to temporarily exit the US stock market for a few days, waiting to re-enter when the next bull market comes. In this current volatile market, staying any longer will give me a heart attack sooner or later. I need to make sure I have cash on hand and am 
  - **彩子** (2026-06-25T16:32:14.000Z): Don't touch options, just hold onto them if you're bullish, forget about it, just go out and have fun. Choose a suitable target. Actually, if you don't trade daily, watching the market is meaningless,
  - **想看富兰克林冲我撅嘴** (2026-06-25T16:34:54.000Z): Now the entire U.S. stock market is all in on AI, with bond issuance increasing. When the bubble bursts, the situation will be beyond control. This is also why I don't do value investing, only short-t
- **水人波高 · 2026-06-25T16:26:29.000Z**: Brother Caizi, what's the plan for tonight? I'm a bit dazed by the sell-off.
  - **彩子** (2026-06-25T16:30:16.000Z): Where are you? I have no idea.
  - **水人波高** (2026-06-25T16:38:55.000Z): Maiwei😂
  - **彩子** (2026-06-25T16:40:12.000Z): I think it's still okay, you should check out StockPro's posts, his views are pretty clear, aren't they?
- **大演奏家 · 2026-06-25T16:22:58.000Z**: This year, the M7 are all companies spending on AI infrastructure. Money flows from these companies into storage companies like Micron, SK Hynix, and also TSMC, which provides the 'shovels' for NVIDIA. It's unclear how long this situation will last. It feels like if just one company slows down its i
  - **大演奏家** (2026-06-25T16:24:22.000Z): Draining M7's blood has created a bull market for storage and CPUs
  - **彩子** (2026-06-25T16:25:01.000Z): You can't just pick it like this either, only storage is left standing alone, this thing, sigh.
  - **大演奏家** (2026-06-25T16:28:05.000Z): Yes, that's the reality, sigh, so helpless. Previously, I was doing value investing in the M7 stocks in the US market, but no one cares about that now. Instead, it's these storage and CPU companies; a
- **xx是为了回本 · 2026-06-25T16:22:32.000Z**: $Caterpillar(CAT.US)
  - **xx是为了回本** (2026-06-25T16:23:10.000Z): Who else
  - **彩子** (2026-06-25T16:24:41.000Z): The manufacturing sector has been performing very well this week.
  - **xx是为了回本** (2026-06-25T16:27:00.000Z): There's also $Airlines(CP00004.US). I'm really fed up with staring at tech stocks every day.
- **过山河 · 2026-06-25T16:20:48.000Z**: m7 can hold on until next month to look at the earnings report🫨
  - **彩子** (2026-06-25T16:23:11.000Z): That's right, Q2, earnings season is almost here. But you can get in early and ride the volatility.
- **ʕ•ﻌ•ʔ · 2026-06-25T16:20:15.000Z**: We agreed to sleep, but now you're all hyped up again🤣
  - **彩子** (2026-06-25T16:23:31.000Z): I'm here for the main ups and downs. If you guys want to chat, just @ me anytime. I should be around in the evening.
- **小甜丶 · 2026-06-25T16:19:57.000Z · 👍 3**: The stocks you mentioned are basically all in a downtrend, trying to bottom-fish won't get you to the bottom.
  - **彩子** (2026-06-25T16:21:59.000Z): I understand your point 😐 The main thing is, I usually can't buy at the absolute bottom. I generally feel it's about right and think it's okay. I only catch the middle part of the move...
- **manue1 · 2026-06-25T16:10:56.000Z · 👍 2**: A bunch of nonsense
- **读书炒股 · 2026-06-25T16:08:22.000Z**: Brother Caizi, what do you think of Google?
  - **彩子** (2026-06-25T16:09:09.000Z): Just listen to Value Bro when it comes to Google. He's already analyzed this thing thoroughly. Other people's opinions might mislead you a second time, including mine.
  - **月落西湖** (2026-06-25T16:22:01.000Z): Buying the dip in Guzi is definitely no problem.
  - **趋势价值188** (2026-06-25T16:41:04.000Z): Buffett added 10 billion, what are you afraid of! Hold it for years; if you're aggressive, hold a long call for one and a half or two years.
- **三思又三思 · 2026-06-25T16:03:44.000Z**: Why aren't my stocks saying anything
  - **彩子** (2026-06-25T16:06:00.000Z): I don't follow this stock much. I've been keeping an eye on it, but I can't make a judgment. Just listen to Value Bro. His research on these stocks is definitely hundreds of times deeper than mine. I 
  - **三思又三思** (2026-06-25T16:07:35.000Z): Hahaha, I was just kidding, Guzi is the toughest, it'll be number one globally sooner or later.
  - **彩子** (2026-06-25T16:09:39.000Z): This price is really attractive. As you can see from the things I mentioned above, I made my statement based on their judgment, plus these have been in my pinned posts all along, so I decided to say s