- Crush the holiday quarter with record earnings in January.
- Enjoy that ride for a few weeks, maybe months while working your butt off.
- Try to stave off another period of bearishness by innovating sooner rather than later.
This surge in asset valuations can't continue forever.
Weak demand from an unnamed "tier-1 service provider" is hurting HPE's server sales and portends some troubling developments. Microsoft's cloud unit is the most likely culprit.
Google parent Alphabet has the strongest and most diversified long-term growth prospects.