对于任何一家你投资的长期龙头股，必须要回答2个问题：a: 我为什么长投这家公司 b: 什么样的基本面的改变要促使我exit

来源: 三心三意 于 2025-05-21 07:49:00 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (0 bytes)
回答: ”I totally missed this stock” 由 三心三意 于 2025-05-21 07:45:00

所有跟帖： 

• I think AWS is losing Cloud share to Azure... I wrote below -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (111 bytes) () 05/21/2025 postreply 07:51:29

• i don’t think this true -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:03:00

• that is why they say they did not have enough capacity -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (41 bytes) () 05/21/2025 postreply 08:05:07

• MSFT said same thing on the earning call -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:06:00

• AWS this quarter only 17% growth while Azure is much highly -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (409 bytes) () 05/21/2025 postreply 08:07:44

• this has been the case for last 2 yrs -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:09:00

• No. Last few quarters AWS' growth rate is 19% or 21% -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 05/21/2025 postreply 08:17:25

• i mean Azure growth has been higher than AwS in last 2 yrs -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/21/2025 postreply 08:18:00

• In the past, they either all grow or all slow together -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 05/21/2025 postreply 08:21:16

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