--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42990466.md" description: "$Microsoft(MSFT.US)$McDonald's(MCD.US)My top 1/2 heavy positions,Do I need to reduce positions to hedge against the earnings report? πŸ˜‚πŸ˜‚πŸ˜‚Storage and Corning had poor trends last week, so I cleared them out on the rebound.They've risen too sharply in the past half year, making me uneasy holding them. 😱Luckily escaped disaster πŸ€¦β€β™‚οΈ Fortunately didn't lose principal.$Netflix(NFLX.US)$Alphabet - C(GOOG.US)$Invesco QQQ Trust(QQQ.US)" datetime: "2026-07-28T11:47:55.000Z" locales: - [en](https://longbridge.com/en/topics/42990466.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42990466.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42990466.md) author: "[εšζ—Άι—΄ηš„ζœ‹ε‹ 520](https://longbridge.com/en/profiles/18822385.md)" --- # $Microsoft(MSFT.US)$McDonald's(MCD.US)My top 1/2 h… ### Related Stocks - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [MCD.US](https://longbridge.com/en/quote/MCD.US.md) - [GLW.US](https://longbridge.com/en/quote/GLW.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) ## Comments (42) - **桩桩荑荑地 Β· 2026-07-29T01:13:07.000Z**: Buy index, buy index - **εšζ—Άι—΄ηš„ζœ‹ε‹ 520** (2026-07-29T01:17:57.000Z): QQ, I have a long position. I didn't buy enough when it dropped in March, and I even reduced my position when profits were around 20%. I buy more when Microsoft drops more, haha. I hope QQQ drops more - **εšζ—Άι—΄ηš„ζœ‹ε‹ 520** (2026-07-29T01:19:59.000Z): Bro Hao, if you buy index funds, will you reduce your position? Or just hold them indefinitely? - **桩桩荑荑地** (2026-07-29T02:54:37.000Z): Yeah, as of July 29th, I only kept VOO + SCHD + banks + insurance + "old money" stocks. I cleared out all my QQQ positions at the high point two weeks ago. I started dollar-cost averaging into - **ι—―θ‘ηΎŽεˆ©εš Β· 2026-07-28T13:31:48.000Z**: I'm also okay at running fast with storage - **εšζ—Άι—΄ηš„ζœ‹ε‹ 520** (2026-07-28T13:35:13.000Z): Yes, it rises fiercely and falls just as fiercely. - **εšζ—Άι—΄ηš„ζœ‹ε‹ 520** (2026-07-28T13:35:47.000Z): Big bro's predictive ability is just too awesome - **ι—―θ‘ηΎŽεˆ©εš** (2026-07-28T13:38:50.000Z): My bro said he just bought some Taiwan stocks, not sure if it's semiconductors. - **Macrohard Β· 2026-07-28T12:04:50.000Z**: Bought Maimai at 280, still losing money...🀧 - **εšζ—Άι—΄ηš„ζœ‹ε‹ 520** (2026-07-28T12:11:01.000Z): I bought a long call for over 260 πŸ˜‚πŸ˜‚πŸ˜‚ to lower my cost basis. I sold it yesterday because I was worried about the earnings report. That's just how Netflix is. - **Macrohard** (2026-07-28T12:49:07.000Z): McDonald's last earnings report was decent, but the CEO talked nonsense and it got dumped. - **εšζ—Άι—΄ηš„ζœ‹ε‹ 520** (2026-07-28T12:50:16.000Z): Yes, I checked the earnings report back then, felt it was good, and loaded up my position. Later on, with no other choice, I bought a call at over 260.