GOOG is a distant 3rd. I don’t think their heart is in the cloud business. It’s not a sexy business and Googlers are spoiled brats.
If you have to follow Cramer Uber is much more interesting.
For the same subject on UBER, best answer from reddit (I agree with the comment below):
There’s just nothing about the business model that makes me confident in the company. Keeps smashing through every support level and shows no signs of reducing its $1B a quarter losses. The run it’s had for the last couple weeks since earnings has been ok but I think it’ll drop by at least another 10%, especially since they apparently can’t operate in the UK now. I don’t know if I can see myself buying in for the recent future. If it somehow drops below $20 I might consider it but I would need at least some fundamental change in the business model in order to be sure.
Despite the lack of meaningful changes in the full-year outlook, Palo Alto Networks stock, down almost 12% in post-earnings action, now trades at a significantly lower valuation multiple than it did in the past few weeks. While current-year P/E of 43x may still seem too aggressive to many investors, shares are valued at a slight discount to key peers Cisco (CSCO - Get Report) , Fortinet (FTNT - Get Report) and Check Point (CHKP - Get Report) , let alone the much more richly-valued Zscaler (ZS - Get Report) , once long-term EPS growth expectations are taken into account.
Because of the stock price pullback coupled with business fundamentals that continue to look solid, Palo Alto Networks seems like a buy on short-term weakness.
So far, PANW bounces off 61.8% fib retracement hence bot first tranche: 20 
Lol: Remind me after 7 days
Drop 7% after 7 days? Don’t expect to drop below $200. Are you expecting it to drop more?
Previously, bought @$190, sold @$248.
I do not know about PANW, but S&P is ATH and normally between now and dec end sagging time. Looks to me, you are catching ahead ! You are getting at mid point (190+248)/2 = $219. Any way, I did many times and going to DCA route to make up if there is further fall.
BTW: I am not following PANW, do not know +ve or -ve of it.
What happen to the Santa Claus rally?
That’s correct. Usually should wait 1-2 days. However, may have Santa Claus rally so may not drop that low. Anyhoo looking at charts of several stocks, the current rally feels phony.
If market drops, PANW could be dragged to $185. Damn, wasn’t reading the chart carefully 
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5 Momentum Stocks to Buy on the Rebound
TTD
ADBE
OKTA
CHGG
SPLK 
I’m slightly concerned about valuation on SPLK stock up here. But, momentum stocks have a tendency to ignore valuation risks when they have full momentum. That’s exactly what Splunk has right now. So, for the foreseeable future, shares should keep making new highs.
As of this writing, Luke Lango was long TTD, ADBE, OKTA and CHGG.
Luke Lango didn’t walk his talk.
First, Splunk is in the game of turning data into actionable insights.
Second, recovering business sentiment — thanks to easing trade tensions
Third, Splunk is in the early stages of realizing the financial benefits of its recently launched Data-to-Everything platform. Building that platform has been a multi-year, multi-billion dollar commitment. That investment phase is over. Now comes the growth part. This transition should provide a lift to SPLK stock.
For those who didn’t get in early, guess is buy the pull back 
?
Palo Alto Networks Needs to Rebase After Gapping Lower
Hopefully traders got stopped out Tuesday and the hit was not life threatening. PANW is going to need to rebase before its next move. With what I believe is good support below the market, PANW should rebase soon and without much more price damage. That is not a recommendation to hold a losing position nor is it a recommendation to add to a losing position. That is not my style of trading.
An article to save TheStreet’s arse.
Is possible PANW re-bounces with a kangaroo jump rather than a base.
Any thought on QCOM
QCOM: Current uptrend might be turning bearish. Don’t like the bearish divergence. If drop below $80 next week, confirm turning to downtrend.
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Talking about thanksgiving, most of the restaurants are close! Nothing to be thankful about.
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Put on that apron and make the feast!
Not the Chinese restaurants.
You cook at home or go out?
Typing this from a Chinese restaurant.
Qualcomm and QCOM Stock Are the Center of the Tech Universe
Qualcomm stock could win big with 5G. But don’t rush out and buy shares today. Until the regulatory threat to the licensing business is resolved, the fate of the company’s cash cow is in the Ninth Circuit’s court (no pun intended).
The revenue growth effects of 5G may take some time. Analysts anticipate the 5G-driven revenue boost will not happen until FY2021. Consensus calls for $22 billion in FY20 revenue, with $27 billion the following year.
Take your time, and tread carefully, with QCOM stock.
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