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China and Tech and Big Tech Earnings

Bloomberg Tech

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Is the Apple Signal Never Coming Back?

The Apple signal, I hate to sound so absolute, the Apple signal is never coming back. This is never going to change. And we do expect it to get marginally better over time. The issue is it's just going really slow here. We're still through that period, laughing when Apple started. Still not doing that much improvement. What about Amazon at an outperform? Is that becoming any sort of area of strength? Oh, absolutely.

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