---
title: "Day 2 – My Investment Diary: #MyInvestmentDiary"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000516368.md"
description: "Added to Microsoft position today. The main reason is continued optimism about the long-term development of AI. Microsoft's advantages in the AI field are relatively clear. On one hand, it has the Azure cloud platform as computing power and infrastructure, and on the other hand, it is deeply involved in the AI ecosystem and continuously integrates AI capabilities into Office and various enterprise products. This kind of platform advantage is difficult to replicate in the short term. AI is more like a long-term technological revolution, not a short-term trend. Microsoft has a high probability of becoming a long-term beneficiary."
datetime: "2026-03-10T15:02:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000516368.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000516368.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000516368.md)
author: "[jssyczc](https://longbridge.com/en/profiles/25386465.md)"
generator: "portal-rs"
---

# Day 2 – My Investment Diary: #MyInvestmentDiary

Added to my position in Microsoft today.

The main reason is continued optimism about the long-term development of AI. Microsoft's advantages in the AI field are quite obvious. On one hand, it has the Azure cloud platform as computing power and infrastructure; on the other hand, it is deeply involved in the AI ecosystem and continuously integrates AI capabilities into Office and various enterprise products. This platform-type advantage is hard to replicate in the short term. AI is more like a long-term technological revolution, not a short-term trend. Microsoft has a high probability of becoming a long-term beneficiary.

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