HK闲庭信步

$Microsoft(MSFT.US) If you're unhappy after buying Microsoft, just go take a look at Oracle. Say it's about to go under and people would probably believe it 😁😁😁

$Microsoft(MSFT.US) My friend liquidated all his SanDisk shares bought last year, making a total profit of 120k USD, and is ready to relax properly. He recently asked me if I still have any positions, and I said I bought Microsoft, which is very cheap at 20x P/E. He said, why would you buy that junk? Cheap things are no good, companies with good growth potential always look expensive, and good stocks don't fall to that price before others snap them up.

$Oracle(ORCL.US) Oracle is heavily indebted and facing huge turbulence, it's not something you can handle.

$Microsoft(MSFT.US) Warren Buffett said that preserving capital is always the first rule of investment. When you understand this principle, you should stay away from Microsoft instead of complaining here.

$Apple(AAPL.US) There's a saying that an apple will always be an apple, and your father will always be your father. When in doubt, buy Apple.

$Micron Tech(MU.US)No matter how cheap the software is, and no matter what that troublemaker Meta does, I'm going to buy Micron. I'm stubborn, I'm holding on tight. Anyway, it's my money I'm losing, what's it got to do with you?

$Oracle(ORCL.US) Those who hold Oracle must have patience, be a friend of time, wait slowly, endure slowly. In time, you'll definitely be trapped.

$Microsoft(MSFT.US)Microsoft is the most stable stock I've ever seen. I bought it in July '23 at a cost of over 350, and it's still around the same price now. Don't complain if you've only held it for a few months or even a few days. Microsoft definitely won't make you lose money, but don't expect to make a profit either 😄😄😄.

$Palantir Tech(PLTR.US) Those who understand PLTR know it's the software company with the best profit model. Thanks to storage for letting me buy PLTR so cheap.

$Micron Tech(MU.US) Micron underperformed the market for the first time, feels weird.

$Micron Tech(MU.US) The next wave of the storage rally has just begun, let's go!

$Apple(AAPL.US)I came from Microsoft, and when I looked at Apple today, I laughed. Indeed, there's no harm without comparison.

$Microsoft(MSFT.US) Bros, what's your take on this wave of Microsoft?

$Netflix(NFLX.US) Thought I got a bargain, but actually bought junk.

$Alphabet(GOOGL.US) It's actually laughable to say it out loud. They've burned through hundreds of billions in cash flow on AI, and now they're even issuing bonds to fund it. Isn't this just like a gambler going all-in, fully leveraged? Such a huge company acting like a child.

$Microsoft(MSFT.US) To be precise, Microsoft hasn't risen in two and a half years.

$SpaceX(SPCX.US) Open the door, I want to go all in.

$SpaceX(SPCX.US) Why isn't it open yet? I want to gamble.

$Microsoft(MSFT.US) This feels right

$Netflix(NFLX.US) If it's going to fall, let it fall hard. It's really painful when it just stagnates and doesn't rise.

$Microsoft(MSFT.US) Recently, institutional funds have been preparing for SpaceX and have absolutely no money to pull up a large-cap stock like "Softie". There's no story to tell, and there's no rapid revenue growth. "Softie" is very stable and will rise slowly, but not now.

The current market trend of $Microsoft(MSFT.US) is a bit hard to understand. Taking a break from my $Microsoft(MSFT.US), my top $Microsoft(MSFT.US) only made $100 in half a year.

$Microsoft(MSFT.US) is the weakest among its peer stocks, I think everyone would agree with that.

$Marvell Tech(MRVL.US) is still 4 times away from a trillion-dollar market cap, $Marvell Tech(MRVL.US) is the right move.

$Microsoft(MSFT.US) It's clear that Softie has brought out everything they've been saving up, but the market still isn't buying it. Softie has done their best. Short orders have been placed.