--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/41067717.md" description: "Holding SK Hynix for a few months, the volatility has been unbearable. Sold off a large position just before the takeoff, missing it by a hair's breadth—should have waited for the earnings. I think the earnings were basically an open secret, why has it been so volatile? Switched to US stocks and US stock options, lost some on Microsoft, and the long call on Qualcomm was also entered too late, bought at a high point, and it's been volatile recently, held for two weeks. Bullish on the subsequent major cycle for CPUs, the demand for agent CPUs, and the constraints on TSMC's capacity. There aren't many CPU players, and the ARM architecture holds a significant advantage with multi-core performance and higher energy efficiency. The server ecosystem has developed and improved a lot over the years. The growth slope for server CPUs should be steeper, with both volume and price rising, bringing higher alpha returns to CPU manufacturers. Currently entering Qualcomm or a long call at this level isn't too high, very likely to profit. The current speculation still revolves around infrastructure suppliers, focusing on Intel, AMD, QCOM, and ARM.Currently, policies are tightening, just go with the flow. Improving investment strategy and skill is the key, not complaining when you don't make money or lose it, or dissing and cursing when you lose by following someone's strategy—that's a childish mentality. There's a lot of negativity in society now. Of course, I believe the policy's starting point is definitely good, a result of weighing all aspects. The mindset for buying stocks should be to go with the flow, verifying your own understanding and getting results is the best. Here, there's only a small amount of capital, making or losing money, you still eat the same food and live the same life." datetime: "2026-05-23T09:28:33.000Z" locales: - [en](https://longbridge.com/en/topics/41067717.md) - [zh-CN](https://longbridge.com/zh-CN/topics/41067717.md) - [zh-HK](https://longbridge.com/zh-HK/topics/41067717.md) author: "[洒家特地来赚刀乐](https://longbridge.com/en/profiles/20134100.md)" generator: "portal-rs" --- # Holding SK Hynix for a few months, the volatility … ### Related Stocks - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [QCOM.US](https://longbridge.com/en/quote/QCOM.US.md) - [SFTBY.US](https://longbridge.com/en/quote/SFTBY.US.md) - [9984.JP](https://longbridge.com/en/quote/9984.JP.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) ## Comments (16) - **Mr sen · 2026-05-23T17:05:12.000Z**: Boss, what's your target price for Qualcomm?🤔 - **洒家特地来赚刀乐** (2026-05-24T05:09:46.000Z): At least 300 or more, and it could be even higher later, though the progress might not be as fast. Currently, Rubin's CPU:GPU ratio is 1:2, but it's NVIDIA's in-house design, not a general-purpose CPU - **Mr sen · 2026-05-23T17:04:18.000Z · 👍 1**: Intel and AMD's current positions feel a bit high, ARM has limited float, will Masayoshi Son reduce his holdings at high prices? Qualcomm's current valuation doesn't seem high either, but it still has a lot of traditional business, and it's also transforming towards AI CPU data centers. There really - **洒家特地来赚刀乐** (2026-06-02T06:09:04.000Z): Probably not, ARM has indeed been rising sharply recently. - **自来也 · 2026-05-23T09:52:25.000Z**: arm is the biggest beneficiary - **洒家特地来赚刀乐** (2026-05-23T10:36:54.000Z): Arm now also releases its self-developed Arm CPU and still charges licensing fees, which should be good too. But I'm more familiar with Qualcomm. They supply chips for automotive cockpits, mobile phon - **洒家特地来赚刀乐** (2026-06-02T06:08:28.000Z): Looking at ARM now, it's indeed rising sharply. Without careful research, it seems ARM itself also makes chips, not just licenses them. Then the performance increment should be quite significant. - **自来也 · 2026-05-23T09:41:09.000Z · 👍 1**: Awesome awesome - **洒家特地来赚刀乐** (2026-05-23T09:43:59.000Z): I sold too early mainly because the stock I held fluctuated too much over the past few months. Right after I sold it, it kept rising and I didn't buy back in. I predicted it could reach 100 several mo - **自来也** (2026-05-23T09:44:46.000Z): Yes - **自来也** (2026-05-23T09:45:39.000Z): Where to go in the future --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**