---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40307688.md"
description: "After thinking about it again, $Meta Platforms(META.US) should be a discount for managing risk. Zuck has too much of a black history of spending money. For a company like Meta that already has a path to profitability, the valuation has been excessively cut. If they release something, and capex is lower, there's hope for a double beat. $Microsoft(MSFT.US) is more like a transformation from a light-asset model, with the cloud vendor becoming a toll booth. The future outlook is still quite certain, but stable profitability still needs to be confirmed. Personally, I think capex won't increase much more, and the inflection point for valuation correction isn't too far away. (Speaking of which, why is it still being sold off as a software stock?) $Amazon(AMZN.US) Maybe everyone is used to Xunzi's cash flow management, no matter how ugly it gets, it doesn't matter. It's a cash flow machine, no problem. $Alphabet - C(GOOG.US) An old stalwart stock, very stable, but I think the risk-reward isn't high enough anymore. The essence of stocks is buying undervalued ones. I'm still holding Microsoft and Meta."
datetime: "2026-04-30T01:47:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40307688.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40307688.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40307688.md)
author: "[哥哥](https://longbridge.com/en/profiles/14720746.md)"
---

# After thinking about it again, $Meta Platforms(MET…


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## Comments (5)

- **剑影独行侠 · 2026-04-30T02:10:00.000Z · 👍 2**: If Google is an old-timer stock, then Microsoft must be an old-old-timer.
  - **哥哥** (2026-04-30T02:12:40.000Z): The term "Old Man Stock" is a compliment, meaning it's stable and profitable. Microsoft has been downgraded and no longer qualifies.
- **觅惊鸿 · 2026-04-30T01:50:33.000Z**: That's the truth. Everyone else is rising, only Meta and Microsoft are falling. Wuwuwuwu.
  - **哥哥** (2026-04-30T01:52:28.000Z): Need a few financial reports for verification, but it's not too bad. After all, it's impossible to avoid all pitfalls or jump on every bandwagon. I'm still quite confident. As for money that isn't rig