$NVIDIA(NVDA.US$ The $600 point reduction position locks in some profit
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$Apple(AAPL.US$ The flag was lowered today to commemorate the 12th year of Jobs today
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$Microsoft(MSFT.US$I also think Google is the best when it comes to AI technology, but when it comes to monetizing large enterprise-level and government-level products, MSFT still has an advantage; there's no way she has two Cash Cow, Word and Azure. Now that AI is cashed out for these two products, big companies and the government will have to pay more. The cost of this switch is still very high; the moat is here.
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