Speaker declines to trade ACN at current high prices following its earnings rally, viewing it as an 'earnings play' he missed.

Asenture up 16%.

and that all correlate now those two stories are big and that all correlates with a third stock and that's Accenture. Accenture for the last I'd say eight months has gone from a peak of like say 300 down to like 120 and now before this morning was approximately $180 a share.

Well, they had earnings >> 214 now. Yeah. >> Now it's 214. But it's a very important indicator of software stocks. And the reason is because what Accenture did this morning is they pretty much brushed off all AI concerns.

And so now the stock because they had great earnings is up approximately 35 points.

So that's what I looked at today really. Micron, Amazon, Microsoft, and Accenture.

and then his eyes divert and he starts looking at a censure saying okay AI isn't hurting software it's helping it

and then should we look at ACN? I bet you ACN ACN's Wow. Yeah, that just keeps climbing. That was a good call out. Good call out. I like the way this group is moving on and look at the names we're watching. ACN, Micron, uh, Nvidia, stuff like that.

Uh, ACN, I mean, Amory, what do you think of ACN up here? I mean, it's up $41, 22%. Uh, obviously looks amazing. I'm not I'm not trading it here. Um, I wasn't there for the wedding, but uh,

You're selling iron condors, nothing but slop. ACN 52- week high is 291. So 52- week low is 118 but earning everything was good for ACM stock of record bookings dispel AI fears.

This is all an earnings play. Um but yeah I'm not I'm not getting involved with it.