---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43136899.md"
description: "Geopolitical risks have not been cleared, and monetary policy expectations are unclear. We are forced to change strategies; storage is hard to trade.Continue increasing holdings in TSMC, Google, NVIDIA, with HSBC and indices as a buffer."
datetime: "2026-08-01T04:41:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43136899.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43136899.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43136899.md)
author: "[Erstwhile](https://longbridge.com/en/profiles/13845890.md)"
---

# Geopolitical risks have not been cleared, and mone…


### Related Stocks

- [HSBA.UK](https://longbridge.com/en/quote/HSBA.UK.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [00005.HK](https://longbridge.com/en/quote/00005.HK.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)
- [DTIW.SG](https://longbridge.com/en/quote/DTIW.SG.md)
- [HSBC.US](https://longbridge.com/en/quote/HSBC.US.md)

## Comments (1)

- **K先生123 · 2026-08-02T06:46:02.000Z**: Buy more after it drops