Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
RiskReversal Pod
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The Potential for the Most Volatility Post Report
Kahoon: We're just not comfortable with that valuation relative to the dynamic. AWS call it's gone from 30, 40, 50% down to basically 10% in the most recent quarter. Most analysts think that we're going to see re-acceleration kind of that high teens, low 20s next year. Kahoon: I'm keeping a close eye on that one. That one probably seems like the most interesting to me, the potential for the most volatility post report here.
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