---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43016250.md"
description: "Have a cup of ☕️ and think about it:1. Tech stocks have been volatile these past two days, especially semiconductors, with clear risk-off sentiment, so both $BRK.B and $Apple(AAPL.US) have risen.2. The AI narrative isn't over yet; it's still early to see actual application profits. However, bubbles exist everywhere. I suggest holding onto large 'cash cow' targets with wide moats.3. So my recent strategy is to trim some $BRK.B and $Apple(AAPL.US) positions since they're at highs, and allocate to AI stocks I'm bullish on plus long calls. Consider it a portfolio rebalancing 🤔Not investment advice!"
datetime: "2026-07-29T02:02:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43016250.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43016250.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43016250.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Have a cup of ☕️ and think about it:1. Tech stocks…


### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md)
- [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md)
- [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md)
- [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md)
- [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md)
- [APLY.US](https://longbridge.com/en/quote/APLY.US.md)

## Comments (39)

- **顺势∩而为 · 2026-07-30T01:15:49.000Z**: Trump is out there calling the shots; we are saved.
- **jessie_liu2016 · 2026-07-29T14:26:52.000Z**: Value Bro, I swapped a bit too early, the chips are bleeding😭😭😭
- **1啊城 · 2026-07-29T11:14:57.000Z**: Value Bro, new user, is it okay to sell put options on QQQ?
- **它山 · 2026-07-29T08:01:24.000Z · 👍 2**: Follow Value Bro's footsteps
- **巨力哥 · 2026-07-29T07:01:22.000Z**: Bro, are you trading too frequently lately? I noticed that you've been adding to your TSMC position quite often 😨
  - **你还年轻，三千万不够** (2026-07-29T08:39:33.000Z): With millions of dollars in capital, this is nothing. It's not recommended for ordinary people to do this.
- **奉壹 · 2026-07-29T05:25:32.000Z · 👍 27**: After reading so much, sometimes I feel this is the real master move. Didn't chase 'Guang', didn't chase storage, just held onto what everyone calls 'old money stocks'. As a result of this big pullback, those old money stocks actually went up, at least they didn't fall. Selling them at the high poin
- **Lucky2026 · 2026-07-29T04:02:22.000Z**: Thanks, Value Bro ☕️🌹
- **躺平坐等回本 · 2026-07-29T03:44:37.000Z**: How do I place an order? I've been trying all day without success. Can any bros give me a hand?
  - **摸鱼炒股达人** (2026-07-29T03:45:01.000Z): Try setting up an agent
  - **长期主义的小文仔** (2026-07-30T07:03:58.000Z): Is a Hong Kong SIM card okay?
  - **韭韭不能平** (2026-07-30T10:02:01.000Z): Okay
- **柏莱塔92 · 2026-07-29T03:27:09.000Z**: I think NVIDIA, Microsoft, and Google have all become undervalued. Including the Nasdaq. So I'll enter the market in batches.
- **上鱼籽 · 2026-07-29T02:55:41.000Z · 👍 3**: In sync with Value Bro, recently reducing Apple Long Calls and keeping cash from the underlying shares.
  - **价值投资奔幸福** (2026-07-29T04:41:30.000Z): If reducing positions like this, how much should be reduced roughly? It's hard to control the position size.
  - **上鱼籽** (2026-07-29T04:45:11.000Z): There is no absolute value; my standard is to look at it in conjunction with my own cost price. By continuously using strategies to achieve this, even if the price falls to my cost price in the future
  - **价值投资奔幸福** (2026-07-29T04:49:58.000Z): Apple currently accounts for about 10% of my portfolio, which isn't a high proportion. Although Apple has hit new highs and might drop later, there are now cheaper options like Google and TSMC. Since 
- **安格斯 · 2026-07-29T02:30:07.000Z · 👍 1**: Good noon, Brother Value
- **你没有如期归来 · 2026-07-29T02:29:35.000Z**: Recent operations1. Sold Apple long calls2. Bought some Tesla and Google long calls (but added too early, currently losing) 😂3. Added more to IBM and Netflix
  - **没事-放放牛** (2026-07-29T03:56:02.000Z): Since you're already long calls, no need to worry about short-term P&L
- **余哥稳又富 · 2026-07-29T02:19:21.000Z**: Hold on to the dimes
- **剑道万古如长夜 · 2026-07-29T02:10:18.000Z · 👍 1**: Bro, besides Google, TSMC, and Tesla, are there any other tickers you consider to have a moat?
  - **你没有如期归来** (2026-07-29T02:26:18.000Z): I personally think Value Bro invested in Tesla not because it currently has a moat, but because it might form one in the future. FSD hasn't achieved full autonomous driving yet; if it does, it would b
  - **银河威威** (2026-07-29T02:47:56.000Z): BYD's autonomous driving and humanoid robots, take a look. However, the global market should still be dominated by Americans. China can have a share in the world.
  - **你没有如期归来** (2026-07-29T03:14:00.000Z): I haven't looked into BYD's smart driving features yet, and I haven't used domestic smart driving systems much either. I only tried my colleague's FSD v13, which drove quite well and required no input
- **狙击手自力更生 · 2026-07-29T02:06:30.000Z**: This market is harder to play than the A-shares.
- **NaNA · 2026-07-29T02:03:47.000Z · 👍 7**: Awesome👍 All layouts are online
  - **你还年轻，三千万不够** (2026-07-29T02:11:48.000Z): Haha