The longs are spitting venom on here. I agree with you, based on the fact that they slowed growth in a few key areas, and the beat was mainly do to cost cutting.
The Starbucks deal was good in the sense that they will not be competing with them, but it was far more favorable to SBUX than it was to GMCR. I am currently short and will be long if it gets under $70. I think the multiple has gotten ahead of itself and the latest action has more to do with a short squeeze, than real growth propositions. I think the bloodbath that is going on over at TSLA is mostly legit, but even that is way overdone. I wouldn't step in front of that train and get my face ripped off.
When cooler heads prevail and Options Expiration takes place this week we will see more rational trading taking place. No matter what side you are on, you can not make an argument that the last two days of trading have anything to do with the over fundamentals moving forward.