July is completely over, hard to look back on, but we need to seriously review.

Don't try to predict the monthly market index fluctuations; it's become less and less accurate over these past 2 years.

Many forecasts rely on big data, but in reality, information creation and flow have accelerated, meaning changes happen faster now too.

In this fast-paced era, we need to find what remains constant. Slowing down will become increasingly important.

After this week's earnings reports, the 'cloud factory' concept has re-emerged. They have addressed the ROI issue of AI investments; next, we'll see how sustainable it is.

I remain bullish on Google, Amazon, and Microsoft.

Google had a catch-up rally last night. Google and Amazon get extra points for their strong self-developed chips.

Microsoft is also slowly getting back on track.

In the future, hold good assets for the long term, and accumulate more shares of good companies. Looking at 5 or 10 years, taking it slow is fine. Slow is fast!

$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Amazon(AMZN.US)