屹哥小迷弟

Meeting is fate, parting with blessings!

Thank you for your companionship over the past two years. Due to policy reasons, Longbridge is no longer in the game.

The greatest gain here has been all of you, the Longbridge community members. I really enjoyed posting in the social feed and interacting with everyone.

I'm also very grateful to this platform for creating such a great community atmosphere.

Wishing everyone a path of continuous prosperity in your investments.

See you again in the world of finance and beyond! 👋👋👋👋👋👋

$Meta Platforms(META.US)$Microsoft(MSFT.US) are the two stocks to focus on and trade next.

Since Bitcoin and Ethereum continue to be stuck in a 'dungeon', I'll just leave them be. Let them sit there and wait for the new cycle to start. The losses are just numbers anyway. But in the new investment area, after careful consideration, I still think these two stocks have more upside potential.

Qualcomm has recently doubled, and even HP surged yesterday.

U.S. stocks have been hitting new highs this year, but less than 30% of the actual tickers are rising. Microsoft and Meta are among the 70% that aren't moving.

Actually, the underlying logic of valuation hasn't changed, the earnings reports are good, and the cash flow is solid too. The waves are big now, but after the tide recedes, these two will start a new round of ascent.

First, target the first wave, target price 800. 600.

Short-term, three layers of long stock position, appropriately deploy some long calls.

The market does have some risks now. Storage AI is moving independently, forming a closed loop. The financial market is seeing a situation where one sector leads the way. Recently, there's also a big IPO coming, which will continue to drain liquidity. Yesterday, mainland policy was announced again. Mainland capital shouldn't be underestimated, and it will also affect liquidity to some extent.

Let me tell you a real story. I've seen Chinese aunties go to Japan and buy Japanese goods until they sold out. I've also seen a group of uncles downstairs discussing the stock market, pooling hundreds of millions to act together.

The main investors in the mainland are from the 70s-80s generation. This group holds 70% of the wealth. Anyway, there will be short-term fluctuations. Everyone should hold long positions as much as possible. Lengthen the time horizon, and the volatility becomes smaller.

For those who like to play options, in times of high volatility, you can do both calls and puts simultaneously, capturing some volatility difference.

I'm mainly focusing on real-world business this year. Missed out on the storage boom. But it's okay, you win some, you lose some.

Next, more conservative operations. With my capital size, achieving a 20% annual return rate is enough. There's still a long way to go, keep it up!

For stocks that have gone through the 'double reduction' policy, I have a piece of advice for everyone: never touch stocks that cross the policy red line, including the recent Trip.com. Look, which one has rebounded?

Some things have nothing to do with fundamentals. The logic of the A-share market is different from that of overseas markets.

Today, many friends called me, asking me what to do next. What I want to say is, don't panic, don't try to make mistakes, go with the flow. There are still two years left. At this time, remember not to be impatient for quick success. The answer is always within the problem; you will find another way out.

Don't be anxious, everyone. The little money you have isn't worth worrying about.

It seems this excellent community environment is about to be gone…

The opportunities to interact and communicate with everyone are becoming fewer and fewer.

It's quite sad, but that's the reality; the policies on the mainland can't be managed.

If it were easier to handle, I would've achieved financial independence long ago.

$Walmart(WMT.US) earnings report was actually not bad, but the guidance was insufficient, hinting at the hidden impact of rising prices. I think it's not a good thing for the whole market! The higher the consumption cost, the tighter the liquidity needs to be. Caution is still needed in the short term.

$BitMine Immersion Tech(BMNR.US)$T-Rex 2X Long HOOD Daily Target ETF(ROBN.US)I'm numb, just keep buying... This year is really something else 😂😂😂

$GraniteShares 2x Long COIN Daily ETF(CONL.US) Another big loss day, 😂. What to do, just keep averaging down.

Don't know if it's an opportunity, but at this price, buying a little shouldn't lose much more, right? Aligning knowledge with action, just do it and be done with it 😁😁😁

$BitMine Immersion Tech(BMNR.US)$Sharplink(SBET.US) If it weren't for these two, my account should have been soaring by now. But I'm not anxious at all, nor do I regret it.

When I bought them, I had already considered all the possibilities and scenarios.

Actually, none of the narratives have changed. Only the stock price has changed. For cyclical stocks like these, they are not short-term plays to begin with. I wouldn't dare call myself a value investor, but I still intend to hold them for a longer time. Even if their current prices double, I wouldn't be fazed, because they are still far, far from my expectations. I'll just hold patiently.

$Tempus AI(TEM.US) is also a very imaginative stock, a small growth stock with relatively high volatility. This price is still very good, I bought some more yesterday.

$Meta Platforms(META.US) I also bought some yesterday. I bought a lot of this stock around 535, the cost basis is okay. I'm not very familiar with options, but the year-end price around 660 is very tempting 😆

$Microsoft(MSFT.US) Regarding the $500k options play, from the day I posted to yesterday, the profit doubled 😆😆😆. How to put it, luck played a big part, some say it's gambling. Actually, for me, I'd rather share the investment philosophy of holding common stock, because for ordinary people, common stock is a relatively safer way to invest in stocks. I've talked a lot about my trading methods in previous posts. People always say I have unlimited ammo, but that's really not the case. It's actually a relatively simple investment method, people are overcomplicating it.

As for options, I often say I'm not very familiar with them. I'm really not an expert, because I basically don't touch them. I don't know if you remember, I think I've only posted about options twice. The first time, the old-timers might remember, you can look it up. The second time is this one about my friend. Options require thorough preparation, you can't just mess around. Ordinary retail investors shouldn't participate, this is not a game for us.

$NVIDIA(NVDA.US)$Tesla(TSLA.US)

They've been a bit too hot lately. Long-term, the common stock is fine. Don't play options, don't use leverage, just play casually. I haven't touched '达子' since the beginning of this year. Tesla, I'm holding firmly, holding all the way 😄

Storage, power, energy have been rising for too long. If you ask me which sector my next heavy investment will be in, I will unwaveringly choose energy. The prerequisite is that the AI narrative continues. Currently, it seems it can continue. But I won't chase the highs. My knowledge isn't enough, I can only be locked in the small dark room of '大饼' and '二饼'.

Drinking tea with nothing to do, just rambling. Haven't posted such a long, rambling post in a while. Read with caution, read with caution, hahaha

$GraniteShares 2x Long COIN Daily ETF(CONL.US)The Clear Act has made some progress after all. I've started to regularly add to my crypto positions again. Don't follow me on this, I'm already in too deep 😅😅😅

$Meta Platforms(META.US) Haven't traded in a while, I want to add to my position today. The stock price has stabilized in the short term. Can set up for the long term.

I don't really understand options, but I'm itching to try something.

How about buying ten thousand dollars worth just to play around? 😅

$Microsoft(MSFT.US) My friend made a profit of over a hundred thousand dollars yesterday but didn't sell. Looks like there will be quite a bit more profit today.

I asked him today why he was so bold to buy.

I think his answer makes a lot of sense.

Microsoft's fundamentals haven't changed. The moat may seem less solid, but it's also seeking new changes. With a strong foundation of free cash flow, it can develop steadily.

The main point is that the valuation may not seem that cheap, but among the 'Magnificent Seven,' it's relatively more advantageous. Moreover, Microsoft now has some defensive attributes. Once capital flows out, Microsoft is definitely a good target. Combined with the recent sluggish stock price, the probability of a short-term rebound is high.

So, you might think they are gamblers, but who can treat money like dirt and just mess around? There's still a basis for it 😁😁😁

$Microsoft(MSFT.US) A friend of mine has a heavy position of 500,000 in it. The 410 call for June 18th. And he's very confident.

I don't know enough about options, friends in the community, please explain, where does this confidence come from? 😆😆😆

$Unitedhealth(UNH.US) Time flies. You, who have been holding the position without moving, are almost at 400. There's still a gap of 200 to my target price of 600. The road ahead is long and arduous, keep going! 😂

$Sharplink(SBET.US)$BitMine Immersion Tech(BMNR.US)$Tesla(TSLA.US)$Oracle(ORCL.US) are the main holdings in my Longbridge account. What I've always emphasized is that stock trading should be viewed in the long term. Current wins or losses aren't important. If you still plan to continue trading stocks, then stop your operations and wait quietly.

If you uninstall the app and never touch US stocks again, then congratulations if you're making a profit now. If you're at a loss, you have to endure it too.

The financial market is brutal for short-term speculators, but it's still quite friendly to long-term holders.

I can't provide emotional value to everyone lately because I've mostly recovered my losses. Across three accounts, one is profitable, one has a small gain, and one is at a loss. Overall, I've gone from being 600k underwater to about 100k underwater now. It's recovered much faster than I imagined. I haven't made any trades recently. For some stocks, I set target prices in my previous posts. I'll keep holding them until I make at least 1 million in total profit. I'll accept the losses if they happen. After all, I don't have better investment channels at the moment. Being idle is just being idle.

I think friends in mainland China who trade stocks have a very broad knowledge base. Looking at K-line charts and such sounds tiring to me. Look how good it is abroad; it's all done by institutions. Retail investors live a carefree life every day, not stressed at all. We should learn from this. Actually, lying back and doing nothing is much better than constantly tinkering.

This world belongs to the brave. Recently, US stocks have clearly been rising, but why are more people losing money? Looks like a lot of short sellers have emerged...

I can actually understand investors who engage in short-term speculation for high returns.

US stocks won't keep rising forever; there will definitely be a pullback. The key is still position control. There's no need to go all-in or even use full leverage.

Yesterday and today, I took some time to browse the community. I found many friends I know are still stuck in pain and quicksand... following trades, losing money, continuing to follow, continuing to lose.

Actually, a prerequisite for following trades is that you need to have the same capital and trading system as the person you're following. Another important point is that you also need to understand the stock's fundamentals, trends, and future. Only then can you hold on. How can blindly following work?

It's really frustrating. Using US stocks for some spare cash investment is okay because your mindset won't be thrown off and your actions won't be distorted.

Many friends are counting on this to make a living... I think it's better to forget it.

This is purely a spontaneous thought. I think friends who have followed me for a long time should understand what I mean.

That's it for now. I'll continue focusing on my career, and I wish you all well!

$BitMine Immersion Tech(BMNR.US)$Sharplink(SBET.US) Recently, the big coin (Bitcoin) has been performing well, recovering a lot of losses. Currently, the three accounts overall are still down about 200. Basically, it's all due to the losses from these two stocks. I've already adjusted my positions and gone heavily into BMNR, which still has some gambling element to it. I believe a true value investor wouldn't consider this stock.

Recently, there have been some issues at the company, and I might not have time to watch or research stocks. I've asked myself countless times: if I didn't look at my accounts for several years, which stocks would I dare to hold long-term? 1. Tesla, 2. BMNR. So, I'm already prepared to hold them for the long term.

Looking forward to the day when Tesla hits $1000 and BMNR hits $100.

I might not necessarily sell when the price reaches those levels, but I will celebrate with everyone!

Kevin Warsh, as a Federal Reserve Chair candidate nominated by Trump, holds an overall open and positive attitude towards cryptocurrencies and has deep holdings in crypto and related projects (latest financial disclosure as of April 2026).

1. Public Stance on Cryptocurrencies

- Recognition of Bitcoin: Called Bitcoin **"a good cop for policy" and "the new gold for people under 40,"** viewing it as a legitimate store of value that can aid in monetary policy judgment.

- Positive on Technology: Recognizes the potential of blockchain, believing crypto technology can enhance U.S. economic competitiveness.

- Regulatory Inclination: Supports reasonable regulation and integration into the formal financial system; opposes Central Bank Digital Currency (CBDC), citing privacy surveillance concerns.

- Monetary Policy Connection: A monetary hawk (supports balance sheet reduction, high interest rates), potentially negative for risk assets in the short term but beneficial for crypto normalization in the long run.

2. Crypto Holdings (2026 OGE Disclosure)

Total assets with his wife ≥ $192 million, indirectly holding at least 20 crypto-related assets through venture capital funds:

1. Public Chains/Layer2

- Solana (SOL)

- Optimism (OP)

- Blast (Ethereum L2)

2. DeFi/Protocols

- dYdX

- Compound

- Lighter

3. Infrastructure/Payment

- Lightning Network

- Tenderly (Ethereum development platform)

4. Investment/Venture Capital

- Polychain Capital (crypto VC)

- Electric Capital (related investment)

5. Applications/NFT

- Dapper Labs (NFT/Flow)

- Polymarket (prediction market)

Characteristics:

- Primarily indirect, small-scale, high-risk exposure, covering all sectors: public chains, DeFi, L2, NFT, and payment.

- If appointed to the Fed, would need to divest some crypto holdings per ethics requirements.$BitMine Immersion Tech(BMNR.US)$Strategy(MSTR.US)$Sharplink(SBET.US)

Although yesterday's hearing didn't directly address crypto, he mentioned that crypto has deeply integrated into daily life and the financial industry, so I believe he will actively promote crypto legislation! I think this is at least a turning point signal.

I won't make any moves next, just wait. If this wave takes off, it will be an absolute boom after 2-5 years of decline. Of course, this is just my own target setting; conventionally, AI, defense, and energy are still relatively safe bets.

$Strategy(MSTR.US)$BitMine Immersion Tech(BMNR.US)

Another hundred-plus dollars back, hahaha😂

I'm only suitable for boosting everyone's confidence when it's even lower. When it rises, I usually don't post anymore, keeping a low profile. This year is interesting; I already have one account in profit. US stocks really never let me down, never!

Won't flaunt the profits, to avoid attracting envy!

Thanks to the friends who held on over the past period!$Tempus AI(TEM.US)$Oracle(ORCL.US)$Defiance Daily Target 2X Long ORCL ETF(ORCX.US)$Meta Platforms(META.US)$GraniteShares 2x Long META Daily ETF(FBL.US)$Tesla(TSLA.US) These are the stocks I've been frantically averaging down on and building positions in recently. You can check my past entry points and related operation posts.

That's it. Been having a lot of fun playing recently. Staring at the screen all day is boring. After buying, set a target price and wait for the gains.

The community friends are really great. Thanks for the constant reminders in the comments. During the frenzy, I won't be with you guys, because that's when no psychological massage is needed. Wishing everyone a happy weekend in advance😁

Today, two friends around me traded zero-day options, shorted the Nasdaq, and ended up losing a lot. Sigh, seeing them in distress, I feel bad too. That's just how investing is, it's over in the blink of an eye. The money earned through hard work was just wiped out.

Investing really is something that brings both joy and pain.

For example, tech stocks surged recently. The meta, Oracle, and tem I bought recently all surged significantly, but my position is small, so the impact isn't big. My heavily weighted positions, the big one and the second one, still haven't moved much.

Even though I made money, I still feel a little unhappy 😞

$BitMine Immersion Tech(BMNR.US) just did a portfolio adjustment and increased the position. It's under 22 now. This time, I will definitely hold until it's above 50 before selling. I know many friends think I'm daydreaming. I won't make any further moves. When it reaches 50, I'll share my rate of return. I'm willing to wait for over 5 years. If anyone is still trapped here, let's hold on together.

Sigh, let's try to cheer up my two disappointed friends. Tomorrow the sun will rise, and life goes on!

Everyone made money today, I'm happy for you all, and wish you all good luck in your future investments. I'm going out to have fun for a while, don't miss me 😅