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thematic global team if you were looking for big tech to come to the rescue today, you re going to have to look somewhere else that is your picture right now with the nasdaq getting hit the hardest, down more than 300 points, 2 3/4% look, this is not what we wanted people like me have been talking about the broadening of the rally. you were getting that but this week you ve had the down side, which we didn t want to see of tech giving up gains it s been the whole week, right. microsoft had a bad reaction to earnings having said all that, i don t think at all that you re supposed to throw in the towel on these big tech nailmes. i think their value iations arer the most part defendable and they re trading on lack of fiscal stimulus and the virus surging as it is on the earnings number if you want to take apple, there s a reason why they underperformed on iphone sales people are saving you for the iphone 12. and amazon, they have a quarter every now and then where they say we
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