arcsin0.707
2026.06.30 10:24

Thanks for sharing, bro.

Longbridge - Ryan-
Ryan-

Optimized the portfolio a bit. The main positions are long stocks: mu, mrvl, glw, nok, rklb, in descending order of holding size.

Options positions: Google, Amazon, Nok

Speculative positions: 7%. Sold the old man's options after SK Hynix ADR, and threw all the speculative positions into SK Hynix. Then completely lie flat until 2026.

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.