If their values are not right, don't conspire with them.

Sold off 3 stocks, not related to valuation, but related to values.

META and Oracle are issues of stance towards China, Microsoft is because of the Epstein Island incident. Although Gates gave an explanation, the overwhelming news makes me very uncomfortable holding Microsoft.

The attitudes of the founders of the "Magnificent Seven" (Apple, Microsoft, NVIDIA, Meta, Alphabet, Amazon, Tesla) towards China show a clear divergence: Cook (Apple) and Musk (Tesla) show clearly friendly gestures, Zuckerberg (Meta) and Ellison (Oracle) hold negative attitudes, while Pichai (Alphabet), Jassy (Amazon), and Nadella (Microsoft) have relatively complex or ambiguous attitudes.

I. Clearly Friendly Attitudes

Tim Cook (Apple CEO)

Cook has repeatedly publicly expressed his emphasis on and appreciation for the Chinese market. During his visit to China in March 2024, he clearly stated, "I love China, and I love the Chinese people," and emphasized, "Without our Chinese partners, we could not have achieved what we have today." He specifically pointed out that China is "an important market and a key supply chain partner for Apple," and promised to "continue to increase investment in China's supply chain, R&D, and sales." This attitude stems from Apple's deep dependence on the Chinese market.

Elon Musk (Tesla CEO)

Musk has frequently "liked" China on social media in recent years. From late January to early February 2026, he posted on the X platform, praising China's achievements in humanoid robots, solar energy capacity, power production, and electric vehicles, saying, "The amazing growth of solar and EVs in China will greatly reduce its dependence on oil and gas," and commenting, "China's power production is growing super fast, with solar being the largest incremental contributor." He even pointed out that "the balance of world power is changing," believing that China's contribution to global economic growth will rank first. This statement is both recognition of China's development and contains strategic considerations of putting pressure on the US domestic front.

II. Clearly Unfriendly Attitudes

Larry Ellison (Oracle Founder)

Ellison holds a clearly hostile attitude towards China. In 2018, he publicly claimed: "If we let China's economy surpass us, if we let China cultivate more engineers than us, if we let China's tech companies defeat our tech companies, it won't be long before our military is also defeated." Oracle once implemented monopolistic practices in the Chinese market, including imposing a 40 million yuan fine on China Unicom for not using its designated team for a system upgrade. In 2019, about 1,600 employees at Oracle's China R&D center faced overall layoffs, which was seen by the outside world as a landmark event marking its "retreat" from the Chinese market.

Mark Zuckerberg (Meta Founder)

Zuckerberg's attitude shows complexity. In his early years, in order to enter the Chinese market, he not only visited China multiple times to show goodwill but was also willing to "unconditionally accept various government requirements," even developing a complete website censorship system in 2015. He himself also learned Chinese and was able to give a speech in Chinese at Tsinghua University. However, after failing to enter the Chinese market as desired, he changed his attitude, repeatedly criticizing China in public as "the enemy of a free internet." In recent years, Zuckerberg has expressed vigilance towards China's AI development. His company Meta has also funded activities criticizing China and plans to "work with the Trump administration to ensure global AI standards are led by American values, not the Chinese model." In a 2024 interview, Zuckerberg also admitted that the idea of the US leading China by several years in the AI field is unrealistic, and a more reasonable goal is to "lead China by 6-8 months in the long term."

III. Complex or Ambiguous Attitudes

Sundar Pichai (Alphabet CEO)

Pichai holds a relatively open attitude towards China's AI development. After the rise of DeepSeek (a Chinese AI startup), he said DeepSeek's leadership is a "strong team" and praised their work. This indicates he holds a certain degree of recognition for China's technological innovation, but his company Google's business in China is limited, and its overall stance is still influenced by the US government's China policy.

Andy Jassy (Amazon CEO)

Jassy's stance towards China is mainly based on commercial interests. On one hand, Amazon is highly dependent on the Chinese supply chain, with a large number of Chinese sellers on its platform. On the other hand, its business has also been impacted by US policy towards China. There is less public information about Amazon founder Bezos's personal attitude towards China; his stance is more reflected through company actions and the statements of the current CEO.

Satya Nadella (Microsoft CEO)

Nadella's public statements are relatively pragmatic. Microsoft has business layouts in China such as Azure cloud services, but according to public information, his attitude towards China is more reflected as pragmatic considerations based on commercial interests, rather than a public "friendly" or "hostile" stance. For example, to comply with the new US regulation EO 14117, Microsoft China adjusted and scaled back its business to ensure compliance.

IV. Key Insights

Commercial interests are the core factor determining attitudes: The friendly attitudes of Cook and Musk directly stem from their companies' huge interests in the Chinese market, while the negative attitudes of Zuckerberg and Ellison reflect their reactions after their businesses were hindered in China.

Attitudes are dynamic: Zuckerberg actively showed goodwill to enter the Chinese market in his early years, turned to criticism after failing, and recently showed some flexibility due to the need for AI cooperation, indicating that tech leaders' attitudes towards China will adjust with changes in commercial interests.

"Friendly" does not mean unconditional support: Even the friendly statements of Cook and Musk are often accompanied by criticism or concerns about Chinese policies and the market environment; their stance is essentially driven by commercial interests.

Geopolitical influence is deepening: As US-China tech competition intensifies, the attitudes of the Magnificent Seven founders towards China are increasingly difficult to separate from the broader context of the US government's China policy; personal statements often have both commercial and political attributes.

Tips: When evaluating tech leaders' attitudes towards China, it is recommended to focus on three points: first, the actual proportion of their company's business in the Chinese market; second, whether their statements are accompanied by specific cooperative actions; third, whether their remarks are influenced by the US domestic political environment. Relying solely on public statements to judge attitudes towards China can easily lead to misjudgment; a comprehensive analysis combined with actual actions is needed.

$Meta Platforms(META.US) 

$Oracle(ORCL.US) 

$Microsoft(MSFT.US)