---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40745454.md"
description: "Brother Chive's previous comment about Microsoft was a classic: crisis pricing but no crisis in sight.$iShares Expanded Tech Software Sector ETF(IGV.US)I'm not saying the entire software sector is in this situation, but I think at least 50% of the holdings in IGV already fall into this category. Diversification is an umbrella for the weak. Instead of picking suitable, future-oriented, and misjudged software stocks one by one in the vast sea of stocks, it's better to directly buy this ETF that has been misjudged by at least half. From the perspective of win rate and odds, it's still an opportunity to buy IGV at a low level. However, I personally won't buy options because I still hold my previous view that the possibility of software truly outperforming hardware in this bull market is slim, so I'll only buy stocks to hold for years. (Impatient people are advised to look at $Unitedhealth(UNH.US))The discussion area for $ServiceNow(NOW.US) has started to get lively these past two days. Actually, I started following and opening a position in this company very early, making my first purchase when the stock price was 140+. My current cost basis is still stuck at 110. I really didn't expect it to drop this much back then, so I don't have much individual stock allocation left for it. I'm waiting for an opportunity below 80. If I can't buy it, it's fine, because the reason for investing in this company during these months of sharp decline is precisely because I see its fundamentals (normally speaking) are worth more than this price. I personally think it's worth 200+, so a cost of 110 is already very cheap. Maintaining a certain position is to control risk, because maybe I'm wrong too 🙂‍↔️"
datetime: "2026-05-13T18:04:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40745454.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40745454.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40745454.md)
author: "[顺势&择时](https://longbridge.com/en/profiles/15095898.md)"
---

# Brother Chive's previous comment about Microsoft w…


### Related Stocks

- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)
- [IGV.US](https://longbridge.com/en/quote/IGV.US.md)
- [IG.US](https://longbridge.com/en/quote/IG.US.md)
- [GV.US](https://longbridge.com/en/quote/GV.US.md)
- [UNH.US](https://longbridge.com/en/quote/UNH.US.md)

## Comments (7)

- **脆皮大学牲 · 2026-05-13T18:07:41.000Z · 👍 2**: Today, I added Microsoft at 406. Although it's stuck (lit. hung on a tree), it's just a few dollars for the underlying shares, so it doesn't matter. This kind of stock can only be held as underlying shares, otherwise you'll be ground down into a fool.
  - **顺势&择时** (2026-05-13T18:10:26.000Z): Hmm, it's not its turn yet. When it is its turn, new problems might emerge in the market (inflation is a hidden risk), so I can only stick with the underlying stock.I insist on not making money that's
  - **脆皮大学牲** (2026-05-13T18:12:53.000Z): I first bought on the day of Microsoft's 423 earnings report, then added more at 370, but both times were very small positions, totaling just over a thousand dollars. I don't really like this company.
  - **顺势&择时** (2026-05-13T18:15:36.000Z): Your timing on these last few trades has been spot on. I stopped thinking after it dropped below 440, just buying once every time it falls ten to fifteen bucks. 😂