@GuyAdami The disruption narrative is in control of $v and $ma, that’s the problem. $411-430 is where I plan to accumulate (21-22x forward PE). You’re getting the moat for free.
@JerryCap There are massive call walls in the megacaps $nvda $MSFT and $meta to keep them pinned down to stop the indexes from blowing out to the upside. These call walls are backed by unlimited money supported by institutional short complex.
@FinanceJack44 They are one half of a duopoly forming in cybersecurity other half is $crwd. That’s what’s being priced in. growth will accelerate with the expansion of AI in the enterprise. Strong growth trajectory locked in.