《It’s Boring… But This Is How You Build REAL WEALTH》
MSFT 是核心长期持仓，因其在软件/AI 基础设施领域占据主导地位；说话者计划在大幅回调时显著加仓。
第三个是我在个股方面最大的持仓之一，这就是Microsoft。它把极其持久的软件生态系统与Azure和AI结合在一起，为长期增长和现金流提供了多个强大的引擎。这不仅仅是投资AI。
它控制着大部分基础设施、云平台、开发者工具和软件，企业实际上将在这些地方使用AI。
And number three is one of my biggest holdings as far as individual stocks goes, and this is Microsoft. It combines an incredibly durable software ecosystem with Azure and AI, giving it multiple powerful engines for long-term growth and cash flow. It's not simply investing in AI. It controls much of the infrastructure, cloud platform, developer tools, and software where businesses will actually use AI.