Maybe you’re right but, man, there’s easier money to be made than betting against those two companies.
Have you seen Microsoft’s price over the last year. If AI doesn’t pan out they’re going to be the next IBM.
Agreed, and in my opinion he's 100% right. But I'm still invested in both.
The market hasn't been working on fundamentals for a long time. I have a fair amount of value stocks and a bunch of cash lying around, so I'll be ok.
I really feel for anybody trying to invest to grow right now; there's no obvious safer play.