---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43098528.md"
description: "Re-acquired some $Meta Platforms(META.US). After reducing positions in $Alphabet(GOOGL.US), holding steady. Overweight position in $Taiwan Semiconductor(TSM.US) remains unchanged; memory sector has suffered significant losses this round, so I'm ignoring it. For hardware, selling new high calls on sharp rallies; current assessment is that hardware is unlikely to return to June highs. Focus for H2 is on major cloud providers; both Meta and Google show desire to increase positions. Main thoughts and assessments: The narrative of commoditization of models is strengthening, and the competitive-cooperative relationship between cloud and frontier models has entered a stage of mutually beneficial achievement. Overall, cloud may have the upper hand."
datetime: "2026-07-31T00:40:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43098528.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43098528.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43098528.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Re-acquired some $Meta Platforms(META.US). After r…


### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)

## Comments (26)

- **左侧+耐心 · 2026-07-31T15:18:50.000Z**: TSMC hasn't been doing well lately, oh, the selling pressure is heavy.
- **一个心流投资人 · 2026-07-31T15:06:06.000Z**: Selling calls at what price for an all-time high, like Google?
- **躺平坐等回本 · 2026-07-31T08:10:06.000Z**: Looking for a way to place an order, been trying for a week
  - **摸鱼炒股达人** (2026-07-31T08:10:32.000Z): the entire overseas internet SIM card
  - **感恩，前行** (2026-07-31T12:00:56.000Z): Speechless. It's just a matter of two hundred bucks.
- **巨力哥 · 2026-07-31T07:49:28.000Z**: Brother Xiaofeng, which date is better for choosing CC on the platform? It feels like the premiums are quite low recently.
- **sortmin · 2026-07-31T04:43:15.000Z**: If the valuation of cloud computing goes up, does Oracle also have a chance?
- **总是忍不住满仓 · 2026-07-31T01:46:42.000Z · 👍 1**: Bro, I bought Google right after you said one word 👋
- **早日修成元婴 · 2026-07-31T01:07:24.000Z**: Xiaofeng is so steady. Do you trade A-shares, Xiaofeng? (Just curious if big shots like you trade in this market, no other meaning.)
  - **晓风 morning_wind** (2026-07-31T01:13:11.000Z): Don't really play
- **石来运转 · 2026-07-31T01:02:42.000Z**: Bro, I sat at the same table as God Gu, and he also bought meta
- **qwq · 2026-07-31T00:52:54.000Z**: Is Meta considered cheap now?
  - **晓风 morning_wind** (2026-07-31T00:54:19.000Z): Count it / Consider it so
- **捡贝壳去咯 · 2026-07-31T00:48:46.000Z**: AMZN is also the leading cloud provider, right?
  - **渡口的渡口** (2026-07-31T04:50:54.000Z): AWS's largest foundational cloud
- **晓风 morning_wind · 2026-07-31T00:44:49.000Z · 👍 1**: Two weeks ago, Liang said selling tokens would break even within the year. This week, US Big Cloud's earnings report also had a similar version ($Microsoft(MSFT.US) was very considerate to point out separately that despite OpenAI's growth rate still being huge), indirectly validating the value creat
- **Frank · 2026-07-31T00:43:18.000Z**: Has Brother Feng considered MSFT and AMZN?
  - **晓风 morning_wind** (2026-07-31T00:46:47.000Z): Google and Meta are the main ones.
  - **Frank** (2026-07-31T00:48:20.000Z): Understood~ Thanks for the reply, Brother Feng.
- **大鹅最没有纪律 · 2026-07-31T00:42:29.000Z**: Google can indeed add two more people and they both skyrocketed; since Google hasn't risen, it definitely needs to catch up, but why is this Matt like that?
  - **大鹅最没有纪律** (2026-07-31T00:42:34.000Z): Mate
  - **晓风 morning_wind** (2026-07-31T00:46:23.000Z): Meta's core business remains robust; the valuation drop was mainly a penalty for low capex ROI. However, now that it is learning from cloud models and selling compute power separately on the market, a
  - **女杀手** (2026-07-31T01:05:02.000Z): Although Google hasn't risen, it hasn't fallen much either.