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All Eyes on Amazon and Apple Earnings, And What the Bond Markets Are Telling Investors 8/3/23

CNBC's "Fast Money"

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Apple Over Amazon and a Heartbeat

Amazon had a better quarter tonight than Apple, it's pretty clear to me. If you look at Apple versus Amazon and which of those two companies to own for the next five years, I would take Apple over Amazon and a heartbeat. India alone can add 3% annual revenue growth to Apple's story for the next seven years. This company doesn't need to grow at 15% for investors to be happy.

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