Ears,
For the most part, i am with Rizz. Differing viewpoints are always good, no matter whether you agree or disagree with the message.
But i also agree with Saul. It does make me wonder why, even after you have been posting that the cloud companies are in a huge bull market, that you dont own any of them. I understand why you might not want to go heavy after a lot of the easy gains have been made, but none?
You have put this out there a couple times now. I, for one, have appreciated it. But what is your thinking on the market? Where are you invested? If your diversified, cool… what is your focus.
It feels like your making a statement without doing the much tougher part, telling us what you think is a good investment now.
Respectfully,
Randy