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Congratulations to Microsoft, this new management is killer. I wonder who will be first to reach $3T.
by eruditely 5y ago
Congratulations to Microsoft, this new management is killer. I wonder who will be first to reach $3T.
- giarc 5y agoApple has a $222 billion lead so far.
- pmorici 5y agoTesla
- Sohcahtoa82 5y agoNot a chance. As it is, they're incredibly overvalued, even after their fall from almost hitting $1B. At their current market cap of ~$663B, they still have a P/E ratio of over 650. That is absolutely insane.
- lwansbrough 5y agoPerhaps that's why Michael Burry is shorting it.
- pmorici 5y agoHe isn’t shorting it. He bought put options around the time it was added to the S&P 500 in late 2020. Probably a bet that most companies have a pop and return to trend period following addition to S&P as well as a bet that interest rates would rise which affects stocks being valued on a discounted cash flow basis.
- pmorici 5y agoIt is a reflection of very high growth and is being valued using a discounted cash flow model based on expected future earnings. Extremely rational.
- Sohcahtoa82 5y agoTesla would have to increase earnings by 20x to make their current P/E rational. And I just don't think that's realistic. At least not within the next 10 years.
- pmorici 5y agoYes, my assumption is they will do that in ~5 years.
- ignoramous 5y agoI guess, it'd be whoever that has its merger and acquisition teams in order. Microsoft has ably demonstrated the pedigree to make bold acquisitions, over its long, fabled history.