CNBC's "Fast Money" cover image

An earnings bonanza: Breaking down results from big tech

CNBC's "Fast Money"

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I Think This Is Not a Disappointing Quarter.

At 32 times forward or thereabouts, have we priced in the full recovery? I don't know. The biggest problem is that they haven't guided for 22 so if you're that confident about a reopening world, even in a world with uncertainty, give some guidance. Ti, we're a three year uptrend. We used to talk about something years ago we don't talk about as much any more, whisper whisper numbers. And whisper number three p s was a thing of buck 67. They came in light of that, although they did beat what the street was looking for, i think that's weighing on it.

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