PayPal not growing much.
Slope of hope calling the top for Tesla. And as Tesla goes so goes the market according to him.
PLTR surprised on the upside. Stock up 20% AH.
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ATH $45. AH spike to $8.86, still 80% below ATH. Nothing to celebrate.
Market recovers quickly from the disappointed higher than expected CPI. Bullish.
Semi stocks very strong. Unfortunately only have 500 NVDA 
good enough, I guess.
Extremely good earnings from Airbnb!!
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BTFD
If all of these software companies trim down to the ~50% of their work force that is actually productive, could earnings skyrocket?
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That’s the expectation, so btd 
my guess is reduced by 30% 
50% is a bit drastic.
The thing is, in companies doing mass layoffs, the most capable employees will also walk because they are the ones with the most opportunities outside. Companies cutting 50% are not healthy organizations, it’s wise to leave a sinking ship early.
Doesn’t look good. Bond market is flashing warning signs but stock market just ignores them.
This looks like Q1 2022.
1 Like
VIX ripping.
Stock comp 68% of sales? WTF? They are robbing investors blind.
Pretty solid report from Palo Alto network. The worst may have already been over for cloud. Look at the strong billing’s growth. Stock comp went down and FCF guidance raised.
