SuiYan

$MSFT I have been paying close attention to Microsoft (MSFT)'s performance recently. Microsoft's positioning in AI is no longer merely conceptual hype: Azure cloud services, Copilot, and enterprise AI applications are all continuing to advance, and the market has begun focusing again on the commercialization potential of its AI business. MSFT's stock has performed relatively strongly recently, but I believe we should not focus solely on the positive factors. Microsoft's valuation is already not low, and the pace of returns from its AI infrastructure investment also warrants observation. If Azu

$NVDA I've been paying close attention to NVIDIA (NVDA)'s recent performance. The development of the AI industry remains a key market focus, and as an important company in the AI computing sector, NVIDIA's stock price has also continued to show notable volatility. In the short term, I wouldn't judge the trend solely based on a single day's gains or losses; I would prefer to assess it together with trading volume, market sentiment, and the overall performance of U.S. stocks. For ordinary investors, the risk of chasing rallies and selling in panic remains relatively high. What's important is to

$NVDA NVDA’s latest earnings report was very strong, with second-quarter revenue reaching $96.2 billion, up 106% year over year, while data center revenue reached $89 billion. The company also provided next-quarter revenue guidance of $108 billion and expects substantial room for further growth in revenue during the coming fiscal year. In addition, NVIDIA and AWS announced plans to deploy an additional 2 million GPUs between 2027 and 2028, and demand for AI infrastructure remains very strong. However, the positive earnings news has already been rapidly priced in by the market. NVDA surged afte