--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/44397450.md" description: "If I had just honestly held my Alibaba, Baidu, PDD, Aa, NVO, and Danaherand not participated in the so-called AI rebound, and avoided NBIS, SK Hynix, Marvell, RKLB, CRWV, Google, Broadcom, Lite-On, Oracle, and TeslaThe difference would be at least 20,000.I should have been popping champagne these past two days. I've suffered for far too long, only to find myself plunged into hell right before the dawn.I couldn't bear the endless slow bleed of energy stocks, Zhongcai, and 'old men' (laggards). I wanted to go all-in on high-volatility names. Was I wrong?I told myself I wasn't wrong. My only mistake was buying too much, trying to bloom everywhere, only to get beaten up everywhere, falling into a trap from all sides. I could only lie flat, unable even to average down.But that doesn't mean the stocks I bought are bad or wrong. I'm betting on humanity's future, accompanying the companies with the greatest potential and strongest certainty as they grow. Is that wrong?AI is still far from widespread adoption. Even I haven't really engaged with AI tools, let alone ordinary people. Doubling AI's current footprint isn't excessive, is it?SK Hynix's forward market cap is only 3. It can't fall further, right? SK Hynix is a good company, constantly buying back shares; memory is a great asset, prices keep rising; SK Hynix treats its employees well, and the 'battle robe' story is a romantic tale; even the South Korean President stepped out to save the market. It can't fall further, right? If it does, what about the Korean people? I didn't buy SK Hynix; I bet on South Korea's national destiny.NBIS: computing power. Betting on compute is sound, especially since it's not expensive anymore. I didn't just buy NBIS; I bet on AI entering every street and alley in the future.CRWV, Marvell: stocks Jensen Huang endorsed. The chairman of the world's most valuable company knows better than I do. If these stocks still crash, how will he face himself? I bought Jensen's vision, network, and reputation.Tesla: flying cars brought tears to my eyes. It made me feel that accompanying Tesla is worthwhile. I bought top-tier technology that defies imagination.RKLB: Humanity will eventually take to the skies. Despite Space [X] as a competitor, RKLB has researched for years. Ten years of hard work don't go to waste, right? These meals can't be eaten for free. I bought the stars and the sea.Optical modules: with such high volatility, a rebound is due. I bought into standing in the light.Google, Broadcom, Oracle: the former has strong fundamentals, the latter is severely oversold. A rebound is overdue. I practice value investing, buying oversold giants.Can we see a big V-shaped recovery today? Prove my theory right. Stop falling. Don't disappoint those who believe in the future. Give me a chance to escape.I will say, for the only time in my life, the phrase I hate most: Cash is King!" datetime: "2026-10-16T15:33:50.000Z" locales: - [en](https://longbridge.com/en/topics/44397450.md) - [zh-CN](https://longbridge.com/zh-CN/topics/44397450.md) - [zh-HK](https://longbridge.com/zh-HK/topics/44397450.md) author: "[股神小顾](https://longbridge.com/en/profiles/13638348.md)" generator: "portal-rs" --- # If I had just honestly held my Alibaba, Baidu, PDD… ### Related Stocks - [LITE.US](https://longbridge.com/en/quote/LITE.US.md) - [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [DY.US](https://longbridge.com/en/quote/DY.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) - [UNXD.SG](https://longbridge.com/en/quote/UNXD.SG.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) ## Comments (75) - **Angelabb · 2026-10-17T13:58:22.000Z**: Are you married? - **韭太郎 · 2026-10-17T04:03:55.000Z**: Actually, your purchases this year are similar to mine. I made a lot on MSFT and META, so your cost basis is probably similar to mine, but knowing your nature, you likely won't hold for this long. - **小青同学 · 2026-10-17T02:50:59.000Z**: This guy is really unlucky; he got killed as soon as he entered. - **陈嘉盈 · 2026-10-17T02:25:19.000Z**: Sell off your tech positions, Gu Shen bought in. - **Mr.yan · 2026-10-16T23:34:09.000Z**: You're not just an ordinary person, awesome - **山巅资本 · 2026-10-16T21:36:00.000Z**: I didn't sell yesterday, what should I do at today's open? - **Lordly · 2026-10-16T20:41:13.000Z**: Your holdings bring tears to my eyes; hurry up and drive the prices down 😆 - **xiaomayi666 · 2026-10-16T19:36:44.000Z**: Let me know when you want to sell, and I'll buy. If you're looking to sell, it suggests the price is nearing a bottom; if you still want to add to your position, it indicates the downtrend continues. - **不吃香菜（已西化） · 2026-10-16T18:30:36.000Z · 👍 2**: The 'challenge from 50k to 1M' should still be viable for a while. It's all scripted; it depends entirely on the acting. - **叫我阿噜鸭 · 2026-10-16T17:21:15.000Z · 👍 2**: I'm thinking about something. Would you go crazy if you realized how stupid you are? - **风起时刻 · 2026-10-16T16:46:15.000Z · 👍 2**: Just going through the motions. I've been holding Google options for nearly three months, and now that you're here, I'm really scared. I sold at the open. - **甜瓜罐头 · 2026-10-16T16:33:18.000Z**: Unity of knowledge and action, you'd better cut your losses quickly. - **阿里嘎多乌拉 · 2026-10-16T16:26:30.000Z**: What a waste of life. - **GLORY · 2026-10-16T16:23:51.000Z · 👍 3**: Gu Shen starts buying the dipOS: Weren't you all avoiding me? Now there's nowhere to hide 🌚 - **XYZX · 2026-10-16T16:09:59.000Z**: Short the whole world - **不要追高 · 2026-10-16T16:08:45.000Z · 👍 1**: We both dare not touch tech anymore because of you and me - **Don't starve Together · 2026-10-16T16:05:53.000Z**: F*** it, no chance today 🫩 - **不玩了 · 2026-10-16T16:04:44.000Z**: Just waiting for you. A story concocted by Wall Street specifically to trap you. Hahahaha --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**