--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42629070.md" description: "Bought back the position of $Coinbase(COIN.US) at 156.62 that I previously sold, $SpaceX(SPCX.US) has been opened, and the small rocket position has been cleared. I still believe that aerospace is an important area in the Sino-US tech competition. From this perspective, one can allocate to aerospace stocks. Based on first principles, after a comprehensive look, SPAX is the first consideration for allocation, so I've allocated a bit at current prices and set up a gradient for adding more (considering risk, there's a limit on the total position). $Microsoft(MSFT.US) currently has a decent shareholder structure and reasonable valuation, and the call option dates are still okay, so I'm holding for now without changes. Other favorite targets haven't given an opportunity yet, so I continue to hold cash and wait." datetime: "2026-07-13T16:00:06.000Z" locales: - [en](https://longbridge.com/en/topics/42629070.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42629070.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42629070.md) author: "[五岳山人](https://longbridge.com/en/profiles/17036829.md)" --- # Bought back the position of $Coinbase(COIN.US) at … ### Related Stocks - [SPAX.US](https://longbridge.com/en/quote/SPAX.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [COIN.US](https://longbridge.com/en/quote/COIN.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.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) - [CONL.US](https://longbridge.com/en/quote/CONL.US.md) - [07311.HK](https://longbridge.com/en/quote/07311.HK.md)