After what happened to Microsoft stock on its superb report we now have to be a little concerned.
From CrowdStrike to Zscaler the cybersecurity is on fire.
A Mustang-inspired electric crossover could challenge Tesla's Model Y, while an electric Ford F-150 could derail Elon Musk's dreams of an electric Tesla pickup truck.
Anything with a high P/E must have a large total addressable market, the ability to scale up its business and a wide 'moat.' One stock that fits the bill: Mastercard.
There is no inclination to fight the Fed right now.
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