---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43096412.md"
description: "👍👍, I originally thought AWS's growth rate of 32% was pretty good, given its massive scale, but it turned out to be 36%."
datetime: "2026-07-30T23:03:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43096412.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43096412.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43096412.md)
author: "[巴菲Te北京分特](https://longbridge.com/en/profiles/897160.md)"
---

# 👍👍, I originally thought AWS's growth rate of 32…


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## Comments (22)

- **sortmin · 2026-07-31T03:55:19.000Z**: I feel the value of cloud computing is already rising, so does Oracle have some opportunity?
  - **巴菲Te北京分特** (2026-07-31T04:02:41.000Z): I have Oracle, but I bought too early at 190, added at 130, and I'm still trapped, 😂.
  - **sortmin** (2026-07-31T04:18:44.000Z): I think the current price basically only reflects the value of data centers, cloud isn't even factored in, and the other players have already rallied. I sold Microsoft yesterday to buy more goog.
  - **巴菲Te北京分特** (2026-07-31T04:37:07.000Z): Agreed, mainly due to the massive debt. The key difference with them compared to others is that while others just spent their earnings and borrowed a little bit more, they barely made any money yet to
- **止损&空仓 · 2026-07-30T23:43:43.000Z · 👍 1**: Congrats, I bet on some 2x long, didn't dare to go long call
- **Fly_天使焦 · 2026-07-30T23:31:04.000Z · 👍 1**: The best news upon waking up: having meat with President Trump
  - **巴菲Te北京分特** (2026-07-31T04:05:59.000Z): Happy together
- **股海散修 · 2026-07-30T23:29:58.000Z · 👍 1**: Congratulations to Fen Te, the spring for old stocks has arrived 🎉
  - **巴菲Te北京分特** (2026-07-31T04:05:54.000Z): Same to you, bro
- **不奋东西 · 2026-07-30T23:21:46.000Z · 👍 1**: Congratulations, congratulations. I was so happy yesterday that I forgot about the earnings report and instinctively sold a lot of August calls.@巴菲Te北京分特Luckily there are still quite a few left!Otherwise I would have crashed.
  - **巴菲Te北京分特** (2026-07-30T23:22:10.000Z): Yes, bro
- **闷声发大财666 · 2026-07-30T23:08:47.000Z**: Congratulations to CEO Lei for breaking even, riding two earnings report rallies.
  - **巴菲Te北京分特** (2026-07-30T23:17:33.000Z): The position ratios are different 🤦‍♂️
  - **闷声发大财666** (2026-07-30T23:18:33.000Z): Today, $XL2CSOPHYNIX(07709.HK) should also bounce back, it's about there
  - **闷声发大财666** (2026-07-30T23:19:35.000Z): Fen Te Ge probably suffered significant losses and closed the yield rate, but it looks like everything is back, haha