[londoncalling]

I initiated a small position in big tech AMZN and MSFT recently in case the bottom was in for large tech. If we see further declines or sideways movement in the first half of 23 I may add or buy Apple. Not sure if there are many here that implement a shorting strategy. Perhaps there are some but I am not aware of any that do so or share that they do. At best you may get some input on where people think tech is headed. I am of the mindset that tech in general will be in a period of consolidation for the next while. Innovation will continue at a rapid pace but equities may not see the same valuation until the next bull market is well underway.

 

[londoncalling]

I think they will be able to make the transition based on the company's previous transition success. I am fine with my current allocation to tech and as such am still waiting on APPL. Not sure if it will take the same timeframe to tech to recover as it did after the dotcom bubble. I am expecting it to be sooner rather than later.