---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43168529.md"
description: "The market has rotated, and funds are starting to flow towards cloud $Amazon(AMZN.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US) and AI applications. $Palantir Tech(PLTR.US). 🤣 Actually, I hold $Palantir Tech(PLTR.US), but it's only a 1% position with an average cost of 130. In fact, for AI application companies, strong earnings and profitability are essential to keep the AI narrative moving forward! 💪 $Oracle(ORCL.US) as well as the enterprise SaaS sector's $ServiceNow(NOW.US)."
datetime: "2026-08-03T22:23:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43168529.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43168529.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43168529.md)
author: "[巴菲Te北京分特](https://longbridge.com/en/profiles/897160.md)"
---

# The market has rotated, and funds are starting to …


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)
- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)

## Comments (12)

- **投资小达人 · 2026-08-04T02:37:57.000Z · 👍 1**: Microsoft really has the strength, performance is solid, surged again yesterday, wanted to find a low point to buy in but the delay has always been so high
  - **坐等个股起飞** (2026-08-04T02:39:23.000Z): High latency? Is it lagging during trading? Did you enable global proxy? You need to route api.lbkrs.com and api-gl through the proxy, while keeping everything else on direct connection.
- **FreeBird2025 · 2026-08-04T00:06:13.000Z · 👍 1**: Winning big time👍
- **超可爱的大泡泡 · 2026-08-03T22:59:40.000Z**: Positioning for IGV?
  - **巴菲Te北京分特** (2026-08-03T23:00:58.000Z): I already had them, NOW and PLTR, 😂
  - **交易员阿瓜** (2026-08-04T06:45:05.000Z): Now 为啥表现平平，感觉没有动能，微软都拉不动它
  - **巴菲Te北京分特** (2026-08-04T06:52:22.000Z): The narrative for NOW is a bit weaker.