HomeIndustriesTechnologyAMZN, GOOGL & MSFT 'Fair Value' Mega Caps, TSLA Discretion

AMZN, GOOGL & MSFT 'Fair Value' Mega Caps, TSLA Discretion

Brad Klapmeyer notes a lot of "hopefuls" surrounding the future of the Mega Cap space, particularly around A.I. and the Trump administration. Big Tech names he's keeping on his radar: Amazon (AMZN), Alphabet (GOOGL) and Microsoft (MSFT). He considers all three names "fair value" for their massive valuations. He talks about his hesitancy with putting Tesla (TSLA) in a portfolio.

Morning Trade Live

21 Jan 2025

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