對於任何一家你投資的長期龍頭股，必須要回答2個問題：a: 我為什麽長投這家公司 b: 什麽樣的基本麵的改變要促使我exit

所有跟帖： 

• I think AWS is losing Cloud share to Azure... I wrote below -BrightLine- ♂ (111 bytes) () 05/21/2025 postreply 07:51:29

• i don’t think this true -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:03:00

• that is why they say they did not have enough capacity -BrightLine- ♂ (41 bytes) () 05/21/2025 postreply 08:05:07

• MSFT said same thing on the earning call -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:06:00

• AWS this quarter only 17% growth while Azure is much highly -BrightLine- ♂ (409 bytes) () 05/21/2025 postreply 08:07:44

• this has been the case for last 2 yrs -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:09:00

• No. Last few quarters AWS' growth rate is 19% or 21% -BrightLine- ♂ (0 bytes) () 05/21/2025 postreply 08:17:25

• i mean Azure growth has been higher than AwS in last 2 yrs -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:18:00

• In the past, they either all grow or all slow together -BrightLine- ♂ (0 bytes) () 05/21/2025 postreply 08:21:16