Post #26 by MisterFungi on the Software as a Service Gems board

Investment Strategies / Software as a Service Gems

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So, Amazon and Alphabet (Google) both reported today (along with Apple) and, as with Microsoft (Azure), a major takeaway is that Cloud growth (AWS, Google Cloud) continues to decelerate.

FWIW, I sold my small DDOG position--for a profit!--during the run-up today. I also sold half of my GOOG, at more or less break-even. There will be opportunities down the road, no doubt, but for the time being, I'm fairly battened down.

PS: These are in my Roth IRA, so tax consequences are immaterial.

PPS: Yes, someone/something bought what I sold, and so their/its view directly contradicts mine. But I'm old, and so my time horizon may well be different from theirs/its.

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