《How to Pick Stocks Like Morgan Stanley | TCAF 258》
微软近期股价回升，归因于其与萨姆·奥尔特曼的分离以及OpenAI排他性的结束，这改善了其在更廉价AI模型方面的定位。
要说你有多讨厌微软。突然之间我们……我们谈论它，我们谈论它，然后选举继续进行，然后……有人又开始谈论它了。
To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.
在像甲骨文和微软这样的公司之间，有区别吗？当然。微软和强生是市场上仅存的两家被评为AAA级的公司。
Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.
微软就在那里。因为我相信，上个月对他们故事真正关键的是，在一个月前的财报电话会议上，资本支出评论有所软化，而股价对此反应非常积极。
Microsoft is there. Because I believe that what was Truly crucial to their story in Last month is how Softening comments Capital spending in Earnings call before A month, and the stock reacted very positively with that.