---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38840235.md"
description: "$Microsoft(MSFT.US) has already fallen 30% from its high. I added some at 390 and 385.1 today. My current cost basis is 415. If it can reach around 350, I'll add more, and then just wait for a rebound. Too much capital is tied up in Oracle. If there's a chance for a cost-effective swap later, I'll cut some Oracle and switch to Microsoft.Fortune and misfortune are defined by contrast and comparison. The same goes for stocks. Although I often try to bottom-fish and end up buying halfway down the mountain, it's still better than chasing highs and getting trapped. At least I can lose 20% less. Thinking this way makes being temporarily trapped a bit less painful 😆As a perennial evergreen tree consistently ranking in the top three of US market cap, Microsoft is the result of countless smart people and top institutions voting with their capital. Even if you don't believe in yourself, you should believe in the choices of smart money.I'm not worried about Microsoft. It will make me money sooner or later. The prerequisite is that you choose the stock itself and play less with options. Time is a friend to the stock but an enemy to options."
datetime: "2026-02-23T17:06:21.000Z"
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author: "[退场](https://longbridge.com/zh-CN/profiles/21015417.md)"
---

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# $Microsoft(MSFT.US) has already fallen 30% from it…


### 相关股票

- [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [Oracle (ORCL.US)](https://longbridge.com/zh-CN/quote/ORCL.US.md)
- [ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D (ORCL-D.US)](https://longbridge.com/zh-CN/quote/ORCL-D.US.md)

## 评论 (29)

- **梅德韦杰夫的交易员 · 2026-02-24T06:57:33.000Z**: Thanks for the psychological massage, Exit Brother. The current cost is 404.
  - **退场** (2026-02-24T07:00:20.000Z): Haha, a floating loss of 5% is nothing to worry about, it'll come back with a slight fluctuation. My Oracle position is still down over 20 points, but if your position is too heavy or concentrated in 
- **东莱逍遥子 · 2026-02-24T00:55:30.000Z · 👍 2**: Microsoft and META have deep enough moats. Add positions in batches, buy more as it falls, hold for the long term. Both courage and patience are needed, and the outcome will likely not be wrong.
- **晴儿2025 · 2026-02-24T00:14:35.000Z**: Your love for stocks in a downtrend is downright outrageous.
  - **退场** (2026-02-24T03:29:16.000Z): I lean towards left-side trading, buying more as it falls, and I have the patience to wait for a rebound. So when a widely recognized good stock like Microsoft takes a big dive, it's definitely the to
  - **晴儿2025** (2026-02-24T04:15:51.000Z): The problem is that it's already a bear market here.
  - **退场** (2026-02-24T04:17:34.000Z): You can only buy the dip in a bear market; chasing the rally in a bull market is called buying high, haha.
- **滚雪球的旅途 · 2026-02-24T00:09:52.000Z · 👍 1**: The cost is about the same, but this thing is way too good at falling, just like Meta, truly two soft heads.
  - **退场** (2026-02-24T04:24:59.000Z): On the day of the earnings report, I liquidated my Meta position at 700+ and bought Microsoft instead😂
  - **滚雪球的旅途** (2026-02-24T05:55:47.000Z): Thought it could go back to 790, wanted to wait, but didn't expect this guy and Soft Giant to be really weak.
- **相信概率 · 2026-02-23T23:07:36.000Z**: My friend bought it at 360 in 2023, and even today, including the cost of capital, he's still at a loss. Three years of losses, Microsoft is really something, hahaha 😄
  - **滚雪球的旅途** (2026-02-24T00:34:28.000Z): That's your friend being greedy, Microsoft was almost at 600 before and he didn't sell.
  - **退场** (2026-02-24T03:25:26.000Z): This is not Microsoft's fault, it's your friend's fault. In 2023, Microsoft 360 was at its peak. He bought at the peak not only without being trapped, but Microsoft also gave him countless opportuniti
- **哀伤的财产 · 2026-02-23T17:34:47.000Z**: Oracle had already broken even before, and even made a little profit, but then it fell back to this miserable state. It's so tough.
- **哀伤的财产 · 2026-02-23T17:31:53.000Z**: Oracle is at 139, did you add any?
  - **退场** (2026-02-23T17:36:22.000Z): Added 10 shares at 140, will add 20 more at 135 and then stop. Almost 300 shares now. Adding this little bit more won't lower the cost basis much and will just increase the position size. Will do some
  - **哀伤的财产** (2026-02-23T17:38:16.000Z): Your Oracle position is a bit large, my Microsoft position is 102 shares with a cost of 426.05.
  - **哀伤的财产** (2026-02-23T17:38:45.000Z): Wait until the bullets are all fired, then I'll just lie flat, no more checking the app or the phone. 😃
- **哀伤的财产 · 2026-02-23T17:31:12.000Z**: Your average price for Microsoft is so good. I added 14 shares today and the average price is still 426. It's so hard.
  - **退场** (2026-02-23T17:33:16.000Z): Thanks a lot to Oracle, it left me strapped for cash and hesitant to top up Microsoft. In the end, I really did wait for a big drop🥹
  - **Angel°** (2026-02-23T18:05:49.000Z): It's not recommended to top up, Microsoft and Oracle are the same. That article came out to scare people, and it's not bullish on the entire tech AI sector.
  - **退场** (2026-02-23T18:11:50.000Z): Pay for your own understanding; investment is the realization of that understanding. As for the article you mentioned, I haven't read it, but can the viewpoint of a single article negate the entire te