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• (6 points) MSFT PE 27 loooool. WTF is "cheap".
• (5 points) AAPL and MSFT holding the nasdaq rn
• (3 points) AAPL, MSFT, GOOG, FB all up, what are you talking about?
• (2 points) MSFT and AAPL carrying the rest of the NASDAQ dead weight team
• (2 points) markets just taking a ride on AAPL / MSFT / GOOGL's backs
• (2 points) MSFT and AAPL really holding up the market huh
• (2 points) >FANG+ Constituents: \>$AAPL 142.63 +3.66% $AMZN 2123.58 -1.31% $BABA 87.28 +0.55% $BIDU 123.67 -0.62% $FB 196.49 +1.5% $GOOG 2232.82 +2.18% $NFLX 185.84 -0.29% $NVDA 167.33 +0.21% $TSLA 675.37 +1.7% $MSFT 260.95 +3.32% \>$TWTR 37.92 -0.99% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-05-23 ^12:28:30 ^EDT-0400

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• (8 points) MSFT 200
• (4 points) Selling MSFT
• (4 points) Well a tech index stock like SNAP dropping this is clearly a sign that the broader market should fall...SNAP and other speculative tech stocks are good indicators, unstable companies like AAPL and MSFT are not good ones to look to for strength😐
• (3 points) $GOOG, $SNAP, $FB, all reporting severe casualties in the AH. $MSFT status report? $MSFT do you copy?!
• (2 points) AAPL and MSFT still so high from that drop on Friday

Yes the pre market is green. Yes that's happened dozens of times just to get pummeled from 9:45 until 4:00. Here's the problem. One thing that is certain and undeniable is that when the mega caps t... Read More

• (69 points) The death of FB, GOOG, AMZN, MSFT, APPL etc. Man these are bold statements for a sell off

That tag line came from a JP Morgan analyst during a CNBC interview today (Matt Ross). I think it summed up pretty well what I as an investor (vs trader) am trying to accomplish right now... and need... Read More

• (7 points) I did a major part of restructuring my portfolio from Feb 2020 to mar 2020 into long term quality and stability and then continued throughout 2020 when opportunities presented....like names in banking, energy and retail when they got clobbered at every earnings report. Was probably the best mass long term stock picking exercise I've engaged in with the least effort as every thing was significantly off from highs whether it was trash or quality. It was easy because you blamed all the problems on the pandemic which, at the time, you expected to end by the summer of 2020 or by the end of 2020 max and interest rates going up was not even imaginable. However I wouldn't say this time offers as broad an opportunity as last time even though quality growth is off by 20% to 30% yet they look pricey in terms of valuations in the current interest rate regime. You don't know what among these beaten stocks is the next Cisco, EMC or MSFT (FANGs of the dotcom era which had huge cashflows, massive market caps yet PS and PE metrics similar in range) Quality value names haven't cratered enough to offer the kind of valuations and dividend yields we saw two years ago and when you compare to valuations and dividend yields prior to 2018. I'm still looking at my watchlist regularly to see if opportunities show up and occasionally add to a position or two but it's not as easy as 2020 when everything got destroyed. This looks more like a slow bleed and you scale into positions that you intend to hold forever.

[https://www.cnbc.com/2022/05/23/snap-shares-fall-as-ceo-says-company-will-miss-revenue-and-earnings-estimates-plans-to-slow-hiring.html](https://www.cnbc.com/2022/05/23/snap-shares-fall-as-ceo-says-c... Read More

• (23 points, 2 replies) MSFT and AAPL only escaped this slaughterfest because they continuously produce stellar results that beat expectations. Now try to imagine if both of these giants miss estimates for once..

I hope this helps those anyone trying to understand what's going on in the markets. Please let me know if anything is not accurate, and any feedback whatsoever is greatly appreciated. ​... Read More

• (3 points) >The problem with that thou is the fear that you will never get back into stocks until we are back at all time highs But it doesn't have to be that way. You just keep your eye on stocks, keep track of earnings, keep searching for stocks generating new highs. >the stocks that will lead the next charge up may not be the same stocks that did during 2011-2021 This is almost common in major downturns since downturns occur on the brink of major economic changes. The real issue is where the market perceives growth. If MSFT / AAPL slow to 10% earnings growth, the PE will shrink to reflect that and the stock will fall or stagnate for an extended period. You see that in charts all hte time.

The whole market, for the most part, saw a Green Day today. However, GOOGL has, since market close, given up the entire day’s earnings and then some. I tried to find some news, but not seeing it. ... Read More

• (3 points) Thinking of MSFT puts. I wonder if it'll get beat down like Google and apple. It still has a PE of 27.