The Squid Game Effect: What’s Really Driving Netflix’s Record Rally?
CNBC's "Fast Money"
00:00
Microsopd Is the Best Performer Amongst Mega Capte Tech
The mega capte trade will stop working and stop being a safe haven when the fed takes more liquidity out of the market. Microsop doesn't have supply chain, a chip constraint dynamics, th that some of the other companies. And ultimately, it's a case where the recurring revenue stream the enterprise, the cloud, have thot teams really stealing the thunder.
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