Somehow M7

Since the timing of entry varies, regardless of the profit ratio, I think the appeal lies in the stability of coming down and going up after all.

I don't really believe in META, but I think the fact that the founder is also the CEO along with TSLA and NVDA is a strong point, so I will continue to hold onto it (technically TSLA is different, but well, it's similar).

I have completely cashed out on MSFT. It may gradually grow in the long term, but at the moment, there is also a sense of overvaluation within M7, and there is currently little hope for a steep rise.

I haven't bought AAPL for a while. The delayed arrival of AI and the start of Arm-based Windows in the PC market seem to be intensifying. Personally, I use a Macbook Air, so I hope they will do their best.