This is the reality. If the price goes up, software substitution is no longer a problem, Capex is no longer a problem. There are 10,000 reasons to justify it. A rising price is justice.But whether it goes up or not, this stock is still the same stock. The most important thing is the logic behind buying it and whether you saw its value. Otherwise, it's just chasing rallies and selling on dips, which will lead to losses in the long run.

I think this is just the beginning.After a while, there will definitely be many people and institutions justifying the rising Microsoft.

$Microsoft(MSFT.US)'s current price is, if not at the bottom, very close to it.The market periodically has all sorts of horror stories; last year it was Google's turn, this year it's Microsoft's.In reality, Microsoft's downside is cushioned by its traditional enterprise software and cloud business, while its upside is unlocked by AI distribution and Azure expansion:1. Microsoft's current cash flow machine is strong enough to weather the AI investment period.2. Microsoft's enterprise distribution, identity, and compliance systems give it a natural advantage over smaller companies in AI commercialization.3. Azure itself is a fundamental beneficiary of AI, and there's also Copilot seat penetration.4. Even if AI doesn't meet the most optimistic expectations, Microsoft is not a company that &#34;will be left behind by the times.&#34;

Microsoft

Jiangsu Azure Corporation

Alphabet - C

Alphabet

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个人投资随记。

BRK+NVDA_MSFT_TSM_AMZN_GOOG

长桥不是主战场，这里的互动真的蛮有意思。