---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42862175.md"
description: "To be honest, seeing the US Treasury yields keep pulling up and the President's moves makes me a bit scared, but I think many high-beta stocks are at very attractive levels now.My current portfolio is half defensive stocks and half high-beta. If they want to slaughter us, let them."
datetime: "2026-07-22T16:06:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42862175.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42862175.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42862175.md)
author: "[反向股神](https://longbridge.com/en/profiles/15350645.md)"
generator: "portal-rs"
---

# To be honest, seeing the US Treasury yields keep p…


## Comments (10)

- **米哈油的卫兵 · 2026-07-23T11:13:21.000Z**: Can you check Dad's holdings? 🥺
  - **反向股神** (2026-07-23T13:55:59.000Z): qqqi ups pfe rklb sofi mram nok 还有些不想提了的币股…
  - **米哈油的卫兵** (2026-07-27T13:34:09.000Z): Okay bro, do you think it's a good time to bottom-fish Intel now?
  - **反向股神** (2026-07-27T18:53:14.000Z): I think it will take a long time for Intel's revenue to match its current stock price; I haven't touched it in ages. If Trump keeps pumping it, there might still be a premium, but calculating that pre
- **Antik10 · 2026-07-22T17:21:35.000Z**: You must have enjoyed the violent surge of your lunr and aaoi before, right? 🤣
  - **反向股神** (2026-07-22T18:57:47.000Z): Sold aaoi way too early, missed out on the gains
- **Antik10 · 2026-07-22T17:21:13.000Z**: What penny stocks is bro still playing with now?
  - **反向股神** (2026-07-22T19:00:10.000Z): Mostly in SOFI, RKLb, and a little bit of MRAM, NOK
  - **白云山豆腐** (2026-07-23T02:14:53.000Z): I've been holding onto SOFI, dropping from the 30s to now, and it hasn't really moved much this year. 😮‍💨
  - **反向股神** (2026-07-23T13:55:12.000Z): This is a good thing. You can see that since hitting 16, it hasn't dropped much 🥲 If you chase other stocks now, you'll be cut in half.


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