Ringoing

$Microsoft(MSFT.US) not bullish, better close the position

$Microsoft(MSFT.US) is both micro and soft, probably will have to rent out computing power like $Meta Platforms(META.US) because its AI is too weak.

$Applied Materials(AMAT.US) had the best performance among your holdings during the same period, along with $Taiwan Semiconductor(TSM.US).

$Microsoft(MSFT.US) has such a massive Microsoft software system, yet it can't build agentic AI to connect everything. Actually, if they could just create the ecosystem, they'd be invincible, but they've been crawling underground all year.