---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42847821.md"
description: "No major deviation from the views of the past few days, consistent. No big changes.$Rocket Lab(RKLB.US)Theoretically, its earnings performance is flawless, so it's a buy. If there's a dip tonight, it's a good time to buy, because with the broader market in this state, there will definitely be some good opportunities at night, and then.$AST SpaceMobile(ASTS.US)The launch in early August is also under Musk's side, so that's also a buy. Overall, the space sector's current valuation isn't high.In other words, the potential positives for early August might be two: one is the earnings support from small rockets, and the other is the ASTS launch.$Coreweave(CRWV.US)If you follow its usual behavior, buying the stock itself is fine. Hold it around 90-100. That's about it for small caps; the rest are all pretty much the same. The current prices really aren't expensive. It's just that once the broader market picks a direction, if it goes up, there will be good returns. The downside risk currently doesn't seem very large either. Even if the broader market drops, the range of decline is controllable.$Invesco QQQ Trust(QQQ.US)It has a bit of a back-and-forth feel. And I feel like why is it looking a bit Korean and following Hynix's trend? This thing is the key to everything. If the index has issues, everything else will fall, especially semiconductors. Memory chips. (Except for new stocks replacing old ones) It seems particularly deliberate.$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)Too amazing! Either KTV or ICU. The latter is currently more common.$Alphabet(GOOGL.US)and$Amazon(AMZN.US)Check out StockPro. Currently, I can't judge. There was a previous view that I think is valid. It might be a support for semiconductors. Many people expressed a view that expanding expenditures in hardware might be positive for things similar to TSMC and ASML.$Apple(AAPL.US)Take a hit for now. If this one doesn't drop, others won't rise... If you use reverse thinking and fear the broader market will drop, then buy it..$Taiwan Semiconductor(TSM.US)Last night, StockPro said to sell calls if you weren't sleeping. If you sold them and bought them back tonight, you'd pocket ten-plus percent on options, or those with smaller guts could go long the stock. I might have misunderstood this, so check the live replay (or wait for a lower price? Of course, I don't hope this happens).For large-cap choices, there are still some good ones currently.$Tesla(TSLA.US)is also quite good at this price.For those that haven't released earnings yet, buy the cheap ones; or follow the previous view: buy a little for the rise, buy a little for the fall.This is a small amount, an extremely rare ultra-short-term hedge that should yield some profit. Basically, after earnings reports, the probability of closing flat is very low. You can try buying two lots to test it.The image shows Wang Han, Xiaomi Cub.Also, for those whose views don't change much, the ones who really change their minds all day long... just take a look. One moment bullish, one moment bearish, one moment more bullish, one moment more bearish. The market isn't as fickle as they are. Trump couldn't keep up with how fast they change."
datetime: "2026-07-22T07:09:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42847821.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42847821.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42847821.md)
author: "[彩子](https://longbridge.com/en/profiles/19338703.md)"
---

# No major deviation from the views of the past few …


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## Comments (35)

- **喝点小酒啵？ · 2026-07-23T04:01:29.000Z**: So buying the underlying stock at asts 62, for example, reaching 70 should be feasible, right?
  - **彩子** (2026-07-23T04:49:43.000Z): No problem at all. If it can't even reach this, it should be delisted.
  - **喝点小酒啵？** (2026-07-23T04:58:30.000Z): 😄😄😄
  - **彩子** (2026-07-23T05:06:48.000Z): However, the volatility has been quite high these past two days. For small-cap stocks, it's more advisable to set a take-profit at 5%. Over the last couple of days, you can see the broader market grin
- **dzh113 · 2026-07-22T15:17:59.000Z**: Chuanzi, may I come in?
- **GHeart · 2026-07-22T09:52:08.000Z**: My soft brother 😭
- **VonMarseil · 2026-07-22T07:48:52.000Z**: When Brother Xiaofeng mentioned selling calls on TSM last night, did he mean that those holding enough underlying shares can sell covered calls?
  - **彩子** (2026-07-22T07:49:47.000Z): I might have misunderstood.
  - **VonMarseil** (2026-07-22T07:52:28.000Z): Yeah, because I watched his live stream the day before yesterday, and he mentioned several times that for those with enough underlying stocks in the current market conditions, they can consider shorti
  - **彩子** (2026-07-22T08:37:47.000Z): I added it.
- **路飞同学 · 2026-07-22T07:45:22.000Z**: Bro Caizi is so handsome
  - **彩子** (2026-07-22T07:46:00.000Z): Male.
- **复利游戏 · 2026-07-22T07:42:15.000Z**: Caizi, is this your girlfriend?
  - **彩子** (2026-07-22T07:46:20.000Z): Like to watch..
  - **复利游戏** (2026-07-22T08:26:56.000Z): You can go after her.
- **巨力哥 · 2026-07-22T07:41:54.000Z**: I even want to short Apple with 1x leverage 😂
- **S丨plendid · 2026-07-22T07:30:24.000Z**: 😆 Sister Cai
- **三思又三思 · 2026-07-22T07:23:06.000Z · 👍 1**: Who is the third one? And the strongman is really amazing hahaha😂
  - **彩子** (2026-07-22T07:26:54.000Z): Xiaomi kid.
  - **三思又三思** (2026-07-22T07:27:23.000Z): I didn't even recognize this one
- **sonja向前冲 · 2026-07-22T07:20:34.000Z**: Sister Cai, I'm so tired wuwuwu 😭
  - **彩子** (2026-07-22T07:23:02.000Z): You and Little Rabbit. are both holding onto SK Hynix, you are all warriors
- **stop-selling · 2026-07-22T07:18:45.000Z**: Cai Ge, how is the break-even going? Have you recovered most of it? Recovering is a bit tiring.
- **小兔蹦蹦越挫越勇 · 2026-07-22T07:12:18.000Z**: The type that bro likes is always the same.
  - **彩子** (2026-07-22T07:16:05.000Z): The stock you bought is too divine, SK Hynix. It's really either ICU or KTV.
  - **小兔蹦蹦越挫越勇** (2026-07-22T07:24:18.000Z): I was going to KTV before and never thought I'd end up in the ICU 😩 I'll sell it once it goes back to over 100. It's so exhausting.
  - **Jerome_V** (2026-07-22T09:32:12.000Z): Can it go back to over 100? My cost basis is 85, I'm so exhausted sigh, the trend today is too cs
- **螺旋丸爆锤空军 · 2026-07-22T07:12:02.000Z**: Global stock markets looking at South Korea...