What 老李玩钱 said in this video:
- Fed Policyneutralmid-termThe Fed held rates steady as expected; Powell gave no signal on December, where market-implied odds of action remain high. The host sees room to breathe for now.Source
- ORCLneutrallong-termThe host cautions that Oracle's plan is unproven and somewhat promotional; its deep binding to OpenAI means the stock stays under pressure if OpenAI falters.Source
- ORCLbullishlong-termThe host holds Oracle at a loss and plans to add near $115. The new plan addresses capex, FCF, and debt concerns, but heavy dependence on OpenAI warrants strict position sizing.Source
- MSFTbullishshort-termMicrosoft beat on EPS and revenue with Azure up 48%, the only mega-cap still holding positive free cash flow; after-hours price above 540 may head straight for the prior high of 551.Source
- MSFTneutralshort-termThe host advises against chasing or adding Microsoft here, as its valuation is already elevated versus other mega-caps, making the risk-reward unattractive.Source
- AI Capexneutralmid-termWith Google's free cash flow deteriorating and already negative, the host views its below-consensus capex as positive, arguing Google should rein in AI spending to protect cash flow.Source
- GOOGLbullishlong-termThe host holds 63 Google shares against an 80-share target and plans to add near $272; he sees the 272–297 zone as a long-term buying area, below Berkshire's estimated 304–307 cost basis.Source
- GOOGLbearishshort-termGoogle missed on both EPS and revenue with FCF worsening to negative $9.07B; the stock fell over 11% after hours and may drift lower, so the host recommends staged left-side buying.Source