$MSFT · Meet Kevin · 2026-11-09
说话者持有 Microsoft 股票并看好该公司；他认为微软终止 2023 年与 Oracle 的 AI 租赁协议——继 IREN 之后第二个被放弃的合作——意味着转向更少训练、更多智能体并更换合作伙伴，而非对 AI 资本开支兴趣减弱。
逐段跳播
CoreWeave 有一个独特之处，而且相当奇怪，就是他们很可能向 Microsoft 这类公司收取预付款，所以实际上不必借钱。到头来，Microsoft 背了锅。然后 Korweev 再使用它们。这是一个想法，不保证成立。看看会发生什么吧。
One unique thing about CoreWeave, which is quite strange, is that they probably take upfront payments from companies like Microsoft, so they don't actually have to borrow. In the end, Microsoft took the blame.
Korweev then uses them. This is an idea, no guarantee. Let's see what happens.
这些就是他们看好的标的。他们在强调 Amazon、Meta、Microsoft、SpaceX 和 Nvidia。
Now these are the names they like. They are emphasizing Amazon, Meta, Microsoft, SpaceX, and Nvidia.
就我个人而言，我喜欢所有这些公司。我持有 Meta、Amazon、Microsoft、Nvidia 和 SpaceX 的股票。
Personally, I like all of these companies. I own shares in Meta, Amazon, Microsoft, Nvidia, and SpaceX.
Microsoft 正在终止其 2023 年与 Oracle 的 AI 租赁协议。这是他们第二次从某个问题上退让。一次似乎是 IREN，现在则是 Oracle。我认为正在发生的情况是，Microsoft 觉得我们需要更少的训练、更多的智能体。
所以他们的目标在改变。现在他们试图更换合作伙伴，因为他们现在更喜欢深色头发而不是金发。这是我的生意。所以我不认为他们对女性或 AI 资本支出（CAPEX）的兴趣降低了。我认为他们只是在稍微改变偏好。
Microsoft is ending its 2023 Oracle AI rental agreement. This is the second issue they have backed down from. One seems to have been IREN and now Oracle. I think what's happening is that Microsoft thinks we need less training, we need more agents.
And so their goals are changing. Now they are trying to change partners because they now prefer brunettes instead of blondes. That's my business. So I do n't think they are less interested in women or AI capital expenditure (CAPEX).
I think they are changing their preferences a bit.
这个频道对 $MSFT 的历次判断
Meet Kevin 在这只股票上共 12 条判断，这里只列相邻的几条。