For the downgrades, I can understand the argument on PLTR and CRWD. I still think both are excellent businesses, but when valuations become extremely demanding, even strong execution may not be enough to drive further upside. I’d rather wait for a meaningful pullback than chase them after such strong runs.
Overall, my strategy is buy quality growth at a reasonable valuation, not quality at any price. GOOG looks more attractive to me today, while PLTR and CRWD stay on my watchlist for better entry points. PYPL is interesting, but I’d treat it more as an event-driven M&A trade than a long-term fundamental bet.
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- quizzio·14:02TOPTPU matters more than people think. If v5e keeps lowering inference cost, Google Cloud margin expansion probably has another leg without leaning fully on Nvidia1Report