---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42565282.md"
description: "Only invest in companies you understand, then go all in. Good companies will work hard on their own.In 2026, apart from Google's parent company Alphabet, the other seven giants underperformed the S&P 500 for the full year; Alphabet rose 14.5% year-to-date, while the broader market gained only 8.8%.$Alphabet - C(GOOG.US)$Apple(AAPL.US)$Berkshire Hathaway B(BRK.B.US)Valuations have fallen to their lowest, money has temporarily flowed to Korean memory, the AI industry trend has not reversed, capital expenditure is still increasing, companies are still profitable, the pullback is only temporary.If you don't understand it, don't invest. Otherwise, if there's a 20-30% pullback, you might not be able to hold on. Currently, the memory pullback seems quite significant for many reasons, such as profit-taking after a big run-up, institutional fund rebalancing before SK Hynix's listing, and someone from Meta making irresponsible remarks. If you're bullish, just hold on. China lacks chips, the US lacks electricity, and the global memory shortage is not an empty statement. The phone, computer, and camera I'm using now are still pretty fast, but the storage becomes insufficient after a few years. As the AI wave sweeps across, demand for storage will become increasingly tight. I'm bullish in the long term.$Roundhill Memory ETF(DRAM.US)"
datetime: "2026-07-10T04:32:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42565282.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42565282.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42565282.md)
author: "[小R老板](https://longbridge.com/en/profiles/20878866.md)"
---

# Only invest in companies you understand, then go a…


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## Comments (8)

- **悟道小白 · 2026-07-10T08:26:54.000Z · 👍 1**: Apple's gains this year are even higher than Google's 😂
  - **小R老板** (2026-07-10T09:00:35.000Z): They are all good companies, huh.
- **探路君Lee · 2026-07-10T08:23:36.000Z · 👍 1**: The US is short of electricity, when will nuclear power stocks take off?
  - **小R老板** (2026-07-10T08:59:04.000Z): The storage might cool down a bit, and the money will go over there.
- **蟹老板的交易员 · 2026-07-10T04:34:13.000Z · 👍 2**: Actual age in the 20s, investment experience in the 30s, 40s
  - **小R老板** (2026-07-10T04:35:54.000Z): You can also consider buying a bit of each, just control the position size. Stability is more important.
  - **蟹老板的交易员** (2026-07-10T05:40:22.000Z): Now, it's about keeping enough for living expenses, and going all in on the index with any spare money 😂. Those people dare to buy houses with thirty-year leverage, while I'm buying the American nati
  - **小R老板** (2026-07-10T06:04:21.000Z): 👍