Really curious to see how this one goes. All big tech have missed so far but obviously went up anyways. The thing I see about MSFT, GOOGL, META is that they’re not consumer driven like Apple and may be somewhat more immune to inflation and recession fears than Apple, which does have services, but are not as big a piece of the pie.
Apple is gone up near vertical over the past month in the face of an onslaught of bad news. It sits at a 2.5 trillion market cap. The other aforementioned tech stocks have fallen from their highs but not Apple. In fact, it’s only about 10% from its ATH, which I think is absolutely insane given all that’s happened over the past year and half.
So what do you think earnings will bring? Will the Apple spree continue even in the face of a miss? Really curious to see your thoughts.
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