---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42213060.md"
description: "This year, the experience of holding the "Magnificent Seven" has been almost as bad as a bear market. 😅I bought a lot of Microsoft, but also bought a lot of NVIDIA as a hardware hedge due to concerns about software risks. It turns out NVIDIA is the Microsoft of the semiconductor industry—no matter how much the sector rises, it just keeps falling. I'm really speechless.I truly didn't understand the storage logic in advance. My sin is deep, and the retribution has come. 😑$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Meta Platforms(META.US)$NVIDIA(NVDA.US)$Tesla(TSLA.US)$Amazon(AMZN.US)$Apple(AAPL.US)"
datetime: "2026-06-25T17:24:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42213060.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42213060.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42213060.md)
author: "[纳斯达克小作手进行录](https://longbridge.com/en/profiles/16370765.md)"
---

# This year, the experience of holding the "Magn…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [XXX.US](https://longbridge.com/en/quote/XXX.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)

## Comments (11)

- **刘西瓜 · 2026-06-26T09:58:44.000Z**: My logic is the same as yours. I bought NVIDIA and Microsoft, thinking it would hedge the risk, but ended up getting completely washed away.
- **浪大爷 · 2026-06-25T18:18:11.000Z**: If the hyperscale cloud providers ultimately don't make money, then what's the point of them investing in AI? So, most likely, this is something that requires investment upfront, with NVIDIA, Micron, and TSMC making money first, and then after a couple of years, cloud providers like Microsoft and Am
- **lisomo · 2026-06-25T17:41:34.000Z**: It makes no sense; saving is a matter of eventual demise.
  - **纳斯达克小作手进行录** (2026-06-25T17:42:31.000Z): What is '存为亡'
  - **我不困。** (2026-06-25T18:06:33.000Z): Storage is a cyclical industry.
  - **纳斯达克小作手进行录** (2026-06-25T18:12:53.000Z): I'm not very sure about this point, but it seems now that if storage is not a cyclical industry, its impact on normal human life is quite significant, somewhat similar to the influence of oil. However
- **脆皮大学牲 · 2026-06-25T17:31:20.000Z**: TSMC would be much better, I'm talking about the semiconductor logic
  - **纳斯达克小作手进行录** (2026-06-25T17:33:02.000Z): Why is TSMC's valuation higher than NVIDIA's? I really don't get it. TSMC's geopolitical risks should at least warrant a 30% discount, and its growth rate in revenue and profit is incomparable to NVID
  - **脆皮大学牲** (2026-06-25T17:36:30.000Z): NVIDIA has competitors but TSMC doesn't. NVIDIA not only has to prove that its general-purpose GPU crushes ASIC, but also that its own CUDA is irreplaceable. In short, TSMC is safer than NVIDIA, but i
  - **脆皮大学牲** (2026-06-25T17:38:01.000Z): What I said might not necessarily be correct, it's just my own thoughts. Ultimately, NVIDIA is a chip designer, albeit with a very large market share, but TSMC is the only one that can manufacture the