平常心888
2026.02.07 01:19

Add to positions in $Amazon(AMZN.US)$Microsoft(MSFT.US), avoid trying to catch a falling knife. Microsoft is still very stable, with a deep moat. Bullish on Amazon's long-termism; the management isn't stupid, the high expenditure must be because they see the possibility of high returns later. Those who run businesses understand this more easily. The current price offers great value.

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