“A price-to-earnings ratio of over 20 had left the index 'nearly priced to perfection.' Therefore when a company disappoints, prices are likely to readjust sharply lower.”

 “I’m seeing an intolerance for the ‘we need to be patient’ conversation. The ‘wait and see, this is going to take time’ — investors don’t seem to have a lot of patience for that.”

 “The company is spiraling with no stability in sight... We find it difficult to believe that fundamental momentum will return to the business.”

 “No direct quote provided.”

 “Our sense is that volatility is likely to pick up and equity markets are likely to face some near-term downward pressure... While upside surprises may be somewhat smaller than they’ve recently been, our sense is that 1Q results and guidance will be supportive of further equity market gains—especially, if the biggest stocks leveraged to the AI artificial intelligence trade blow past expectations once again.”