A Few Morning Observations
1. If you are in any of these large-cap tech stocks, one may think they are riding the AI wave -- it's actually the liquidity train. HUGE week ahead update here, 5 things you need to know: https://t.co/ZBZ70xuNpi
2. GOOGL should NOT be 1/2 the valuation of MSFT.
3. NVDA was 22x sales in November, now 33x -- bulls should wait for a better entry and NOT chase.
4. MSFT is a $3002B stock vs. AAPL $2975B, but close to 6 turns price to sales more expensive, most of the AI love is fully priced in.