---
title: "Thoughts on individual stock investment"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38497675.md"
description: "I am a firm believer in the Nasdaq, but as we all know, investing in indices is too boring. So today, while in the car, I thought about what kind of companies I would invest in if I were to pick individual stocks. After chatting with Gemini for a while, it summarized it for me: "I only invest in 'rent-collecting monopolies that customers have to buy and can't leave.'" Based on this investment philosophy..."
datetime: "2026-02-05T12:02:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38497675.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38497675.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38497675.md)
author: "[Future_629](https://longbridge.com/en/profiles/14212273.md)"
---

# Thoughts on individual stock investment

I am a firm believer in the Nasdaq, but as we all know, investing in indices is too boring, so today I thought about it in the car: if I were to invest in individual stocks, what kind of companies would I buy? After chatting with Gemini for a while, it summarized: "I only invest in those 'rent-collecting monopolies where customers have to buy and can't leave.'" Based on this investment philosophy, I finally selected the following 8 companies:  
$NVIDIA(NVDA.US) $Apple(AAPL.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) $ASML(ASML.US)   
But then I asked Gemini a more serious question: "Analyze whether the above companies might decline in the next decade."  
Here’s Gemini’s answer:  
If we were to rank them by "likelihood of decline/significant drop in the next 10 years" from high to low, my view is:

1.  Google (business model faces direct AI disruption)
2.  TSM (unquantifiable geopolitical black swan)
3.  NVDA (overvaluation, hardware cyclical risks)
4.  ASML (industry ceiling and technology roadmap risks)
5.  AVGO (management turnover and debt risks)
6.  AAPL (innovation stagnation risk, but cash flow is unbeatable)
7.  AMZN (intense competition, but infrastructure is solid)
8.  MSFT (currently seems almost flawless)

Seeing this analysis, I was quite surprised that Gemini rated Microsoft so highly. But when I looked back at history, I found that over the past few decades, Microsoft is the only "giant" that has consistently survived. Now, Microsoft is the only one among the major giants that has fallen significantly and is cheaply valued. How could I not participate?

(The above is not investment advice, just my personal thoughts on investing.)

### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [PSQ.US](https://longbridge.com/en/quote/PSQ.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md)
- [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md)
- [QQQE.US](https://longbridge.com/en/quote/QQQE.US.md)
- [TQQQ.US](https://longbridge.com/en/quote/TQQQ.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)

## Comments (11)

- **新用户_UXwxS · 2026-02-06T03:03:19.000Z**: Gemini really brings honor to its family😂
  - **Future_629** (2026-02-06T03:53:37.000Z): No, Gemini is owned by Google, and Microsoft is currently the major backer of ChatGPT.
  - **新用户_UXwxS** (2026-02-06T04:26:43.000Z): I know, I'm talking about Gemini rating Google's risk as the highest, making their own family look good
  - **Future_629** (2026-02-06T04:29:17.000Z): Hahahahahaha😂
- **Stonesopri · 2026-02-05T12:20:52.000Z · 👍 2**: Microsoft's only blind spot is Indians😂
  - **Future_629** (2026-02-05T12:23:37.000Z): LOL🤣
  - **京城狐狸不喝豆汁** (2026-02-05T12:34:51.000Z): Are there many Indian employees? What's the meaning of this meme? 🥲
  - **新用戶_8** (2026-02-05T12:59:08.000Z): Busy with office politics, practicing favoritism, neglecting technology and business
- **宁可少赚，不要亏钱 · 2026-02-05T12:18:39.000Z · 👍 1**: Microsoft is awesome