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Transcripts For CNBC Squawk Alley 20170613

Some stocks hit hard yesterday bouncing back this morning apple, amazon, netflix and invidia. Apple is helping to ush about the dow to an intra day record high lets bring in our global vins tore wall pter price. Good morning so a couple things make me nervous. We have had multiquarter runs on a lot of these stocks, an he will up more than 50 percent offer 12 months. Not a binary choice, but what do you do with it here if you have it already do you add to it or sit tight . Were sitting tight right now. Although the stock is town about down about 6 port st. Lucie t6 s i think the earnings will be better than expected. About down 6 the last few days. I think the earnings will be better than expected and with an he will you haapples waiting for the new iphone so earnings wont be exciting until they announce that new phone in september do you have an opinion about what is going to be a catalyst in the back half of the year, not just for apple, but tech stocks in general . How much of an imp

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