The short-term is really overheated. I'm a bit nervous about this kind of capital play. I need to reduce my tech positions further. The moment they start leveraging up and soaring, it's time to liquidate.

LongPort - 京城Z先生
京城Z先生

Microsoft (MSFT.O) rose 4.6% in pre-market trading after the company signed a new agreement with OpenAI, which committed to purchasing an additional $250 billion worth of Azure services.

Alright, it doesn't have to be a new member—old wine in a new bottle works too 😲

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