$NVIDIA (NVDA.US)$ The $600 point reduction position locks in some profit

$Apple (AAPL.US)$ The flag was lowered today to commemorate the 12th year of Jobs today

$Microsoft (MSFT.US)$In terms of AI technology, I believe Google is the best, but when it comes to monetizing in large enterprise and government-level products, MSFT has always had an advantage. She has Word and Azure as two cash cows. Now, by leveraging AI on these two products, large enterprises and governments will have to pay more money, and the switch cost is still high. The moat is right here.