Quote:
Originally Posted by karamazonk
What's the rationale for AAPL and MSFT being cheap? They seem priced to perfection to me.
I still think there's a lot of room for growth in both companies, Azure has a lot more room to grow and is a serious threat to AWS.
AAPL has an obvious upcoming cycle refresh, will be rolling out newer/smaller airpods (which I totally underestimated the popularity of), and a lot of room to grow into health services with the way they are setting up.
I did grab some more AAPL shares on the dip this morning. 10% of my account now.