Every investor's situation is different and it is more so between retail investors Vs institutions. For retail investors like you and I, we lose to inflation if we try to time the market and sit on cash. For the Oracle, he has a never been a serious investor in tech and hence his actions may not be indicative of a tech bubble burst. For NVIDIA and Microsoft, the formers' hardware is pretty much needed especially when AI is no longer fantasy stuff. For Microsoft, their software are deeply entrenched in corporates and it wouldn't be. possible to unravel it overnight when a respectable alternate is not apparent over the horizon for a silky smooth plug-n-play. Unless Microsoft wishes to be the next Kodiak, I wouldn't imagine that it will sit around and do nothing. Would it be possible then to have anthropic come under its folds and solved the worry? Let's see how our thesis work out...Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
