I think the change in sentiment is that the sky is no longer the limit for Alphabet. Meta lost that notion big time, and Amazon is so so too. Apple and Microsoft might still be in the "sky is the limit" category, or at least in another category than the other 3.
I think the change in sentiment is that the sky is no longer the limit for Alphabet. Meta lost that notion big time, and Amazon is so so too. Apple and Microsoft might still be in the "sky is the limit" category, or at least in another category than the other 3.