Jan. 2 at 9:14 PM
$MSFT
$NOW $CRM $INTU
$PLTR
MSFT is by far the best balance sheet, earnings power and startegicall positioned, and trading at less than 1/2 the relative valuation metrics of row #2 above...
Then we have PLTR, ridiculously overchased and hypervalued cult stock -- and run by an 8th grade smartass personality the Street winces about.
In sum, SaaS is not it in a vaccum -- but MSFT is, and today quantard trading firm were gifting the shares in size to all who had a whjeelbarrow! jmo, but watch MSFT return to its Wall Street love affair status in the runup to earnings later this month... the pm who do not own it will doom themselves to submarket returns, just as they did in 2023 and 2024.