By coinnews 
00:00 Speaker A
taking a look at what’s driving the major averages today. You’ve got tech as the biggest sector gainer. I know that you are only looking at one name, the magnificent seven though, talk to me about that.
00:09 Speaker B
Yeah, it’s alphabet. I mean, I think I’ve used the analogy and it’s getting worn out, but the the mag 7 is a boy band that broke up. Just everyone didn’t get the memo yet. And so I really think you’re seeing solo careers and outperformance. Apple, I think Alphabet is the next one to have a breakout solo career because if you look at the valuation, it’s the cheapest it’s been in over a year and it’s the cheapest of the mag sevens and it’s really attractive from that standpoint. And if you look at the other side, well, can they compete in AI? Look at the last quarter’s results. They’re actually showing what matters in AI, not just that we can do a lot of computing power, but that we can use that to help our customers do better advertising. So it’s really driving their business. I think that’s going to continue. And I think it’s one of those things. It’s fallen out of favor over regulatory concerns. They might break them up. I don’t think that’s ever going to happen. And we’ve been talking about this for 10 years, right? Breaking up big tech, not a single big tech company has even been close to being dismantled. So I think this is an over reaction and I think it’s undervalued. I’d rather buy here cheap at a good price while they have good growth coming than trying to chase a name. I love Apple too. I’ve been a long-term shareholder, but I don’t think it’s really compelling at this at current prices.