bullish
Weekly Stock Bullfinder - Week of 3/14
SUMMARY
- The past decade has seen the rise of Big Tech emerge as a significant market leader as they continue to play a dominating role in innovation, consumer lives, and the enterprise.
- These names (i.e. Apple, Google, Microsoft, etc.) have tremendous economic moats, free cash flow, and have been a “flight to safety”
- However, so far in 2022, these names have languished as a fierce rotation into other market sectors like agriculture, energy, and metals have taken over while Big Tech consolidates
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