MGBF-L
2026.07.02 06:33

$Microsoft(MSFT.US) The options I bought earlier have nearly doubled in unrealized gains. I'm being a bit greedy and haven't taken profits yet. Recently, two things have caught my attention. One is Meta renting out idle computing power, combined with last night's sharp drop in storage stocks. It's clear that trading in the storage sector is extremely tight; any slight disturbance leads to an immediate plunge. The other is Dazi launching a "rent-to-own" program. From my perspective, this can hardly be seen as positive news. Personally, I think its strong period is over. In the short term, considering capital rotation is inevitable, I'm thinking about whether to add more options on Microsoft 🤔. Looking further ahead, I might need to gradually create a safety cushion in terms of my overall portfolio and cash position.

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