I put more than 120 shares invested
started from 472 and now down to 429
will DCA more
Great deal of the year
ROE perfect
EPS/Revenue growth perfect
bearish people i think are always so accurately trying to punch in the future. (Openai risk extra)
but MSFT isn't stopping their biz or development today
with Great cash making Moat + Azure + Copliot(bad but feeling improvement for sure)
I think only sparke needed is maybe one or two earnings calls to bust out those 🐻 bears
those all in to MSFT, see yah all at 600
P.S. MY 2025~2026 winners
1. UNH : bought from 280~237. All people were doctor doomsday. Sold it 340
2. ELV : same. Bought at 320 sold at 370. All people were gloomy to death but I thought it was a good deal
3. LMT : started from 510. DCAed to 467. Bought till 440. Sold at 630. People were very bearish. I admit Mr. TRUMP was on my side.
4. EQIX : Started from 845 DCAed to 800. Sold at 990. People were bearish. I thought it is a good deal. It went down to 720 but didn't sell a bit.
5. Eaton : started from 372 DCAed to 339. Still holding. Looking for 450!