$Microsoft (MSFT.US)$ Tried to catch the bottom three times, at 500, 470, and 450. Still didn't manage to catch it...
It’s alright, but unfortunately, I’m out of cash. I aggressively sold some QQQM, at least buying around 400.
Translated
The logic behind the decline is: spending increased by 66%, so why did Azure only grow by 29%? It's a mismatch. Actually, from the conference call, it was clear that resources are significantly lagging behind demand, struggling to keep up.
Translated
3
$Microsoft (MSFT.US)$ 大跌的原因是 “Microsoft ended the quarter with $625 billion in commercial remaining performance obligations, up 110% year-over-year.” 好的理解是有6250亿的已签合同或应收账款,不好的是存在坏账或取消. 慌什么。。。![]()
1
U……BuyLowSellHigh
commented on
$Apple (AAPL.US)$ Avoid tomorrow's earnings report. Liquidated 90% of the position.
Translated
1
3
U……BuyLowSellHigh
commented on
U……BuyLowSellHigh
commented on
$Advanced Micro Devices (AMD.US)$ AMD is always the weakest among semi. Worth Zero. Dump it and load up with puts, you will be richer than Lisa Su!
5
1
$UnitedHealth (UNH.US)$ Old Ba is also a speculator. He bought 5,039,564 shares between April and June 2025 at a cost of 311 per share. It's unclear whether he has liquidated his position.
Translated
2
1
U……BuyLowSellHigh
liked
$Advanced Micro Devices (AMD.US)$ The short sellers have been squeezed out.
Translated
2
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)