MRKT Call: Microsoft & Alphabet Report Earnings After the Bell
RiskReversal Pod
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Alphabet's Move to the Downside of Microsoft's Growth
Last quarter by Microsoft standards was not great, but people got jazzed about AI and then you've seen the subsequent move. At current price, you have a stock trading north of 31 times next year's numbers. It's just historically expensive for a mature company regardless of what new industry they're getting in. Dan: If this thing is back below 110, I think it gets bought. And that might be the place to trade it.
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