So after yesterday's euphoric, short term rally we were brought back down to earth in a hurry. Wondering your thoughts on the following moves today: I bought UAL and AAPL. Why UAL? I fly a lot for work and the planes are just wall to wall. Every flight, every city from ORD to RSW. I just booked a June ticket to Phoenix for $819. 6 weeks out at $819. It feels like business travel is back in a big way and leisure travel is the same. I have a LT meaningful position in AAPL. I love their products (we have 16 in our HH), like the brand and believe their installed user base creates a major moat. Current pe of 25 is reasonable. I understand that supply chain costs are heading down and think once things even look slightly like back to normal AAPL will have some blow out growth. Maybe not next quarter but with 12 months. What are your thoughts on UAL and AAPL?
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