---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41291806.md"
description: "As expected, semiconductors can't move up today, it's time for $Microsoft(MSFT.US) to step up and make money. However, I still believe that for Microsoft to achieve a real breakthrough, it needs to continuously verify through its own financial reports, like Google, that its AI investments are indeed profitable. Only then can it undergo a true value re-rating. Hold on tight and stay steady."
datetime: "2026-05-29T22:54:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41291806.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41291806.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41291806.md)
author: "[爱妻的交易员](https://longbridge.com/en/profiles/17289850.md)"
---

# As expected, semiconductors can't move up today, i…


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## Comments (2)

- **新用户_EQbdAR · 2026-05-29T23:17:43.000Z**: Learning from you, I also split my positions into heavy and light ones. Even in China, I can't just keep the same position.
  - **爱妻的交易员** (2026-05-29T23:24:30.000Z): 👍🏻