---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42443797.md"
description: "Looking at new highs. Will adjust a bit later.$Taiwan Semiconductor(TSM.US)If bullish on the overall market rising, then still need to bet on tech.Micron and SanDisk, I don't dare to chase. Of course, we all know about this memory shortage; they will definitely keep rising. For short-term volatility, anyway, those in that sector need to be able to withstand it..To be honest, I feel the price of Musk's stock $Tesla(TSLA.US) isn't high, and we can start gradually building a position.. Different trades, different skills. For this stock, watch @雨宫若杉 If you want stability, afraid of a market drop, then it's about building some positions in $Amazon(AMZN.US), watch @巴菲Te北京分特    and $Apple(AAPL.US) as cornerstones. Apple can serve as a cornerstone, but it's the type that moves counter to the market.Too timid, held for a bit too long, price-wise.$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US) For Google, just watch Value Brother. Actually, for the entry and exit points of the above-mentioned large-cap stocks, watching Value Brother is the most suitable.Short-term volatility, anyway, those in that sector need to be able to withstand it, if you want to hold. Similar to $Coreweave(CRWV.US)$Nokia Oyj(NOK.US) or space stocks. Can allocate, I think, but it must be shares plus long calls, with large capital investment, definitely shares first, after all, the profits gained still prioritize safety.Small-cap stocks are too volatile; when going for options, definitely don't choose ones too close to expiration. The profits can indeed be high, but the risk is greater."
datetime: "2026-07-06T13:42:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42443797.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42443797.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42443797.md)
author: "[彩子](https://longbridge.com/en/profiles/19338703.md)"
---

# Looking at new highs. Will adjust a bit later.$Tai…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [NOK.US](https://longbridge.com/en/quote/NOK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (64)

- **彩子 · 2026-07-06T14:11:58.000Z · 👍 3**: Additionally, my personal suggestion is to prioritize large-cap stocks during earnings season, especially according to that schedule. If you just say it has been at a low point half a month before its earnings report, and you buy in, basically as long as it can hold steady for half a month, the mark
- **投资小达人 · 2026-07-07T11:05:55.000Z · 👍 4**: Has any brother ever used a proxy to trade on a high-speed train? The signal keeps dropping, what should I do? Can't even load photos.
  - **坐等个股起飞** (2026-07-07T11:08:15.000Z): Ugh, the signal on the high-speed rail is just terrible, it has nothing to do with the proxy.... Are you using Clash?...
- **stop-selling · 2026-07-06T17:00:52.000Z**: There's something to it; whatever is pointed at goes up. Not simple.
- **a 刘小炮🌸外出搬砖 · 2026-07-06T15:09:32.000Z**: Bought CRWV at 135, probably I'm the one who bought at the highest price, can't break even?
  - **彩子** (2026-07-06T15:15:33.000Z): For the underlying stock, you need patience to grind it out. Yours has almost doubled. I feel like I can answer your question, but I can't say for sure about the timing. It should take quite a while.
  - **a 刘小炮🌸外出搬砖** (2026-07-06T16:28:06.000Z): Thanks for the reply
- **沉住气 · 2026-07-06T15:06:14.000Z**: The volume of TSMC options is not high.
- **半山外賣仔 · 2026-07-06T14:39:02.000Z · 👍 2**: Saiko has recovered! 🫡
  - **彩子** (2026-07-06T14:52:50.000Z): First, ensure a positive profit every month, regardless of how much is earned, stabilize first.
  - **半山外賣仔** (2026-07-06T15:11:01.000Z): Right, this first step is to build a profit cushion before taking more risks.
- **英伟达de勤劳交易员 · 2026-07-06T14:26:29.000Z**: This episode is quite substantial.
- **巴菲Te北京分特 · 2026-07-06T14:20:43.000Z · 👍 2**: 😂I always thought this was a bro, Brother Cai, but it turns out to be a girl with quite high looks.😂
  - **彩子** (2026-07-06T14:22:23.000Z): Male... These are a few people I really enjoy watching, and I often share their content with everyone.
  - **闷声发大财666** (2026-07-06T14:23:00.000Z): He is a man, and that girl is the object of his crush hahaha
  - **让韭菜再次伟大** (2026-07-06T14:23:02.000Z): Me too, I used to call him 'bro', thinking he was a buddy.
- **add · 2026-07-06T14:13:33.000Z · 👍 2**: Is that right, Saiko? 😭
  - **彩子** (2026-07-06T14:16:20.000Z): For the first two stocks, you can look at Value Brother's buying points. Pay attention to the earnings report date. Volatility usually peaks about two days before the report. After the report, if the 
  - **彩子** (2026-07-06T14:17:16.000Z): The position can still be adjusted, but no matter how you adjust it, you have to weigh it yourself. There are too many good stocks, among the large caps. My personal view is a generalization, you shou
  - **add** (2026-07-06T14:19:16.000Z): Got it, I'm already thinking of jumping off a building because of A-shares, considering maybe giving up on some A-shares, and then not depositing more funds into the US side either, just keep doing wh
- **ʕ•ﻌ•ʔ · 2026-07-06T14:06:17.000Z**: It was still there when I checked in the afternoon, but after not too long, it became like this when I looked again. Has it gone cold again?
  - **彩子** (2026-07-06T14:07:52.000Z): Didn't understand what you said..
  - **彩子** (2026-07-06T14:13:12.000Z): This morning someone told me that person has been unbanned, which really confused me. They were only blocked for less than a month, and they could still be let out. I'm genuinely puzzled. The cost for
- **每天都吃肉 · 2026-07-06T14:04:14.000Z**: Another guy trying to change his family's fortunes?
  - **彩子** (2026-07-06T14:06:15.000Z): That person's account has been unblocked. I thought it was taken down before, but it turns out it was just muted for less than a month and now has no restrictions.
- **今天没喝多 · 2026-07-06T14:00:09.000Z**: Report which person?
- **stop-selling · 2026-07-06T13:58:23.000Z · 👍 2**: The beauty is so pretty, Brother Cai should be back to full health soon, a master of execution.
- **路西法的娃娃 · 2026-07-06T13:52:05.000Z**: Is this yourself?
  - **彩子** (2026-07-06T13:53:43.000Z): These are a few that I like to watch.
  - **路西法的娃娃** (2026-07-07T16:43:06.000Z): 👌Looks good
- **虚心学习 · 2026-07-06T13:51:47.000Z**: I reported it again, and that person came back again.
  - **彩子** (2026-07-06T13:52:50.000Z): This punishment is too weak, too fake. Sigh.
- **不断学习，不断进步。 · 2026-07-06T13:50:25.000Z**: Excuse me, boss, among $Coherent Corp.(COHR.US), $Lumentum(LITE.US), and $Nokia Oyj(NOK.US), which one has higher certainty?
  - **彩子** (2026-07-06T13:52:25.000Z): I'm not sure about the other two. I've seen many analyses of them, but I haven't looked at the other two stocks. I don't even know what they do. For Nokia, I saw their analysis, and the price target f
  - **不断学习，不断进步。** (2026-07-06T13:59:20.000Z): What does the price level for next year mean? Does it mean that from a half-year to one-year market perspective, the current price of $Nokia Oyj(NOK.US) is quite good?
  - **彩子** (2026-07-06T14:00:30.000Z): It means this stock is at a good price now. If we're talking about adding options, it's best to go for next year's, because small-cap stocks have uncertainty. If you get the short-term call right on a
- **Jerome_V · 2026-07-06T13:47:43.000Z**: Brother Caizi, can you help take a look if I should still hold Broadcom's three-month short call?
  - **彩子** (2026-07-06T13:48:29.000Z): I'm not familiar with it, can't see it
  - **Jerome_V** (2026-07-06T13:49:35.000Z): Alright, I'll look into it haha
- **沧海一股_KKeaf3 · 2026-07-06T13:47:36.000Z**: So expensive
  - **彩子** (2026-07-06T13:58:20.000Z): Option prices are determined by time and date, as well as the current stock price. If you look at SanDisk's stuff, it's even more expensive.
  - **沧海一股_KKeaf3** (2026-07-06T13:59:24.000Z): Yes
- **我有两只猫 · 2026-07-06T13:46:33.000Z · 👍 1**: Brother Caizi, are we buying SK Hynix's ADR in a few days?
  - **彩子** (2026-07-06T13:47:48.000Z): Not buying, not familiar. Already have enough old tickets.
- **ELSE_YE · 2026-07-06T13:45:44.000Z · 👍 1**: Brother Cai is back, 👍🏻