Actual EPS: Has positive EPS on a GAAP basis. So this would not include companies that are not profitable on a GAAP basis, like Cloudflare, SentinelOne, Okta, etc. And yes, I understand that non-GAAP is related to share-based compensation, but I just want to stay on the safe side.
Not a big tech. I consider the following big tech: MSFT, AAPL, AMZN, GOOGL, GOOG, NVDA, META, TSLA, NFLX.
Also, why do you consider the stocks you name to be interesting? I will do my own DD but curious about your thoughts.
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