$NVIDIA(NVDA.US)$Microsoft(MSFT.US)$Meta Platforms(META.US)Holding NVIDIA, Meta, and Microsoft this year, I was exhausted by the drops in the first half of the year. Especially missing out on storage and optical sectors; seeing storage surge so much made me feel unbalanced inside. In the end, I held on, and only slowly recovered my losses in the second half.
Microsoft's rebound this time was particularly strong, mainly because its earnings report delivered solid results. Azure cloud growth exceeded expectations, and Copilot paid demand surged overnight. AI is no longer just an empty concept; commercial benefits are truly landing and being realized. The reversal came too fast. I will continue to hold patiently. Sometimes, moving too much leads to mistakes.
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