---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39243974.md"
description: "$Meta Platforms(META.US)$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."
datetime: "2026-03-13T09:27:34.000Z"
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  - [en](https://longbridge.com/en/topics/39243974.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39243974.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39243974.md)
author: "[Lewan](https://longbridge.com/en/profiles/14318084.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39243974.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39243974.md)


# $Meta Platforms(META.US)$Microsoft(MSFT.US)I bough…


### Related Stocks

- [Meta Platforms, Inc. (META.US)](https://longbridge.com/en/quote/META.US.md)
- [Microsoft Corporation (MSFT.US)](https://longbridge.com/en/quote/MSFT.US.md)

## Comments (5)

- **滚雪球的旅途 · 2026-03-13T10:41:22.000Z**: I've been holding Meta since last October and Microsoft since the beginning of the year, doing day trades repeatedly. I'm planning to keep some base positions and move on to other things. These two weak stocks are just too terrible, I don't even have the energy to complain anymore.
  - **Lewan** (2026-03-13T10:43:37.000Z): Not topping up the margin is wise, as it's easy to end up with a full position. Appropriately diversifying into other portfolios would be more stable.
  - **滚雪球的旅途** (2026-03-13T10:58:28.000Z): Last time I bottom-fished on NVIDIA and Tesla, I'm just going to leave these two positions as a base and hold them for a couple of years to see what happens.
  - **Lewan** (2026-03-13T11:02:09.000Z): NVIDIA is pretty good. Although it has been volatile recently, buying on dips can still make money.