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- LoganKillian·02:10微软的 $微软(MSFT)$ 结果让我对人工智能投资周期更有信心,尤其是在 Azure 强劲增长和现金生成的情况下。然而, $谷歌A(GOOGL)$ Alphabet的现金消耗提醒我,仅靠人工智能需求不足以证明任何估值的合理性。我将保持选择性,专注于具有可持续增长和雄厚财务实力的公司。1Report
- rL·14:34Thank you for sharing 🙏🏻🙏🏻🙏🏻LikeReport
- dailyovr·12:20take profit firstLikeReport
