The Mega-Cap Tech Trade Is Back

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

One major theme this week is the fact that the largest companies in the world are breaking out, setting up for the next leg higher.

After six months of chopping around, Apple $AAPL broke out to new all-time highs:

We think this move in AAPL could set the tone for the rest of the mega-cap space to follow.

Meta Platforms $META is doing the same thing:

The best players are stepping up and getting back in the game.

We think Nvidia $NVDA will be back at new all-time highs soon as well:

Nancy Pelosi has been riding this megatrend higher long before anyone was talking about AI.

This is exactly the kind of action you want to see in a healthy bull market.

The best stocks are rebounding and reasserting their leadership. Today’s call was all about the mega-cap tech trade.

We think it’s back.