---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000639732.md"
description: "【Week 3 – Intel Hits 147% & A Big Comeback】​Current HoldingsThe portfolio is looking a lot healthier this week. The biggest news is Intel now up nearly 150%. I also had a massive turnaround with POET Tech; it went from being deep in the red last week to a +26% gain today.​Almost everything is green at this point. Micron and Vertiv are both holding strong with 40%+ gains, and even Zscaler finally moved back into the positive. Hims & Hers is still the only one struggling, but the winners are more than making up for it.​Next Plan​Ride the winners: No reason to sell Intel or Micron yet while they have this much momentum, but I'm watching closely.​New Addition: Added a tiny bit of Uranium Energy (UEC) to diversify a little bit outside of just AI and chips.​Watching the laggard: Still giving Hims some room, but it's on a short leash compared to the rest.​Risk CheckWhen nearly the entire portfolio is green, the biggest risk is getting too comfortable. I’m keeping my stop-losses tight because a lot of these tech gains happened very fast, and the market could decide to take a breather at any time.​"
datetime: "2026-05-07T14:51:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000639732.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000639732.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000639732.md)
author: "[AK-47](https://longbridge.com/en/profiles/25464624.md)"
generator: "portal-rs"
---

# 【Week 3 – Intel Hits 147% & A Big Comeback】​Cu…


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