---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42699825.md"
description: "Technology continues to be a tale of two extremes.Hardware continues to plummet, with capital rotating back to Apple, Amazon, Google, and others.Among the "Seven Sisters," except for Dazi and Tesla, the others are doing quite well.This is essentially what Morgan Stanley previously called "selling chips, buying cloud."​$NVIDIA(NVDA.US)$SK Hynix - WI(SKHYV.US)$Invesco QQQ Trust(QQQ.US)$Apple(AAPL.US)$Alphabet(GOOGL.US)$Microsoft(MSFT.US)"
datetime: "2026-07-15T16:31:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42699825.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42699825.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42699825.md)
author: "[纳斯达克战士](https://longbridge.com/en/profiles/12201158.md)"
generator: "portal-rs"
---

# Technology continues to be a tale of two extremes.…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
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- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)

## Comments (1)

- **‭‭‭‭ · 2026-07-15T16:33:32.000Z**: Oracle: I don't have cloud (business)! I only have debt😑


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**