$Microsoft(MSFT.US)$Amazon(AMZN.US)$NVIDIA(NVDA.US)This year's profits have been wiped out, currently at -3%, and the largest holding, Amazon, also had a bad earnings report😂. But for me, it's not a difficult time because I previously bought UnitedHealth at 400, with over 50% of my position, and finally exited with a profit. Without getting into the complexities, if AI is real, is it wrong to increase investment? If AI is fake, then why kill software stocks? Whether real or fake, capital investment is real, so we can be sure that Dazi is steadily benefiting. If it's fake, software is wrongly sold off; if real, investment is not wrong. So, looking at Microsoft and Amazon's historical P/E, with no issues in their earnings reports, should we buy and hold?