Subject: Re: Earnings : OCT 24
My simple minded forecast is for $76B in revenue with $1.45 of earnings - my guess is that this below what the market is expecting.

$76.693 and $1.55. Pretty close.

The core business seems to be humming just fine (I guess TikTok didn't kill YouTube), even if the market was looking for something different.

I de-leveraged my DITM options into stock when this hit the high $130s. May begin adding to my position soon if the drop continues.