我並不看衰微軟，隻是覺得它目前業務不足以支撐40+的PE。
Another thing, my investing style is very aggressive. While I am cutting my position on MSFT now, once I see the evidence of their earning growth coming back, I will have no hesitation to buy back the shares I sold. If you are more cautious, you may not want to sell MSFT because when it comes back, it can easily jump 20 points in a single day and you could be hesitate to buy at that time
In Oct, I bought back roughly 6000 shares of TSLA between 240-260 right after the confirmation Robotaxi is on track, and company's growth engine is back (20-30% car sales volume increase in 2025). Many folks in 大千 think I am crazy at that time.
