---
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: "[ValueNvest](https://longbridge.com/en/profiles/3090.md)"
generator: "portal-rs"
---

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


### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [BRK.B.US](https://longbridge.com/en/quote/BRK.B.US.md)
- [BRK.A.US](https://longbridge.com/en/quote/BRK.A.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**