This trade is fairly simple; it's looking to capitalize on the fact that Apple and Microsoft, America's two largest companies by market cap, are enjoying the spoils of immense profitability and revenue growth at the cost of legacy technology + communication providers CSCO and ORCL. I've been in for a while and think now is probably the time to share to the lovely people of TradingView. I've yet to come up with a surer or more liquid bet, and it still seems to have tremendous legs. Everyday I open up my brokerage account it's up 0.5%.
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