Not betting against Microsoft.

delusion梦碎
2023-04-06

MSFT business does not depend solely on Bing and search. Alphabet depends primarily on search. If Bing really takes off due to AI, Alphabet is in big trouble. I hear that Alphabet is really cutting expenses hard so they are likely losing ad growth. MSFT has a lot of reoccurring revenues though a subscription based model so my opinion is that MSFT is much safer.

MSFT is a never sell in my book. As for buying more, that's really a personal decision. How many shares do you have,how long are you holding for,do you have a lot on cash available, and on and on. MSFT is my largest holding, so I'm a bit biased. Good luck,whatever you decide.

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