NVIDIA Investment enthusiastMicrosoft's greatest contribution in the AI era is successfully investing in OpenAI, and then successfully making the world think that all of this was done by Microsoft.
I have a feeling that semiconductors are rising very sharply now. When semiconductors stop rising, start fluctuating or even begin to fall, $Microsoft(MSFT.US) will probably start to rise. It's just like Apple last year; when everything related to AI was skyrocketing, it was stagnant. When the market shifted and AI suddenly became less attractive, Apple became attractive again and started to surge. So, as my second-largest holding, I must hold onto Microsoft this time. When $NVIDIA(NVDA.US) stops rising, it will be Microsoft's turn to make money.
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