Hello everyone, I'm Xiao Ba pretending to be calm. 😬, I'm here skinny-dipping again. 🏊‍♀️.

Last night, my 2026 yield turned negative, and I feel just so-so. My holding cost for Amazon was 218, which was broken by the after-hours earnings report.

Now I'm heavily invested in $Amazon(AMZN.US) with my left hand, $Microsoft(MSFT.US) with my right hand, and $NVIDIA(NVDA.US) on my head. 😬. Falling like this, cloud providers have become something even dogs wouldn't touch, 🤣, other positions aren't as heavy, so I won't say more.

AWS cloud growth was 23%, slightly exceeding expectations. I also talked about it yesterday—once capital expenditures exceed Google's, the expected drop is worse than Google's. But I didn't expect it to drop this much. In that case, after I finish reading the earnings report, I'll see how I should respond. 🤔.