$Meta Platforms(META.US)$Microsoft(MSFT.US)I bought both of these in the first half of last year, with an average holding period of about a year, and the underlying stocks have an average loss of about 10%. The holding experience goes without saying, anyone who has held them for more than a few months can relate. During that time, many people said you could just blindly buy when everyone was complaining, and indeed many people joined, most of whom ended up complaining along with the rest🫣. Personally, I think those who are still on the fence don't need to come in, or at least try not to go heavy on these two. Unless you're prepared to hold for years. Because in the past few months, many stocks have been discounted on top of discounts, offering some buying opportunities. You can also buy the dip on the Nasdaq or semiconductor indices, and try not to bet heavily on just one or two stocks. Microsoft, Amazon, and Meta's price movements are highly correlated, and they are also companies with significant capital expenditures. Going heavy on these two or three is like putting all your eggs in one basket🧺. Finally, about Meta: nowadays, whenever this company releases news, no matter what it is, it's interpreted negatively. Whether it's cooperating with NVIDIA, AMD, or OpenAI, the market interprets it as Meta having to spend a huge amount of money on these companies, and it's the same with acquiring various other small companies. It's typical: not leading in the AI field, but spending money lavishly, no less than other giants.