---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39945091.md"
description: "It's not because Microsoft went up that I think it's good; I also thought it was good when it was falling. I've just been waiting for an opportunity to add to my position. Even if it falls again later, I still think it's good. I added some in April last year, and embarrassingly, the price I added at back then was even higher than this time. Finally, on April 1st this year, it became my second-largest holding. Also, just because I think Microsoft is good doesn't mean all other software companies are good; Microsoft has its unique advantages."
datetime: "2026-04-15T16:45:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39945091.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39945091.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39945091.md)
author: "[牛猫招财](https://longbridge.com/en/profiles/15691097.md)"
---

# It's not because Microsoft went up that I think it…


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## Comments (6)

- **只是个韭菜啊 · 2026-04-15T17:01:45.000Z**: I think it's mainly because there are many users.
  - **牛猫招财** (2026-04-15T18:21:50.000Z): Compliance and security concerns also make it difficult for these users to migrate.
- **开盘半小时内管住手 · 2026-04-15T16:51:37.000Z**: With decades of foundation, it's not so easy to collapse, and it's not like Nokia which had no layout in new fields at all.
  - **牛猫招财** (2026-04-15T16:55:16.000Z): Yes
  - **退场** (2026-04-15T17:28:43.000Z): AI might kill software, but it can't kill Microsoft. Microsoft itself is heavily involved in the AI race, being one of the three cloud computing giants and holding shares in OpenAI. Coupled with decad
  - **牛猫招财** (2026-04-15T18:21:00.000Z): 👍Soft's downside is supported by traditional enterprise software and cloud business, while the upside is opened up by AI distribution and Azure capacity expansion.