$Microsoft(MSFT.US)$Alphabet(GOOGL.US) The situation has been developing towards a prolonged state over the past two days, and it's expected that the Middle East will be turbulent for quite a while. Donald Trump, who thought Iran was as soft as Venezuela, is in big trouble now.
During the opening phase today, when Microsoft and Google were still at high levels, I reduced and released some of the funds that were previously bottom-fished. Lengthen
$Microsoft(MSFT.US) Although the U.S. stocks rebounded yesterday, South Korea intervened to support the market, and Asian stock markets turned positive, the core oil price has risen again. Donald Trump hasn't arranged the means to end the war! The whole world overestimated him. He's either an arrogant fool or a bad guy pretending to be stupid. As for this illogical U.S.-Iran conflict, the reason is no longer important. It's really hard to say how long the conflict and high oil prices can last!
Microsoft has recently transformed into a defensive stock, likely due to its relatively stable cash flow among big tech companies and its high self-sufficiency rate in funding capital expenditures. Additionally, considering that Middle Eastern big players are major investors in AI, the AI sector may also be affected if this continues. But given that there's still plenty of ammunition (capital), we remain cautiously optimistic. (Added some energy stocks at noon to hedge a little risk, too expensive to go heavy, hope this energy position ends up losing money.)
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