Reasons Not To Chase Apple (AAPL) & Microsoft (MSFT) & How To Trade

Apple (AAPL) has strong exposure to China for manufacturing and parts shortages are short-term challenges, notes Max Wasserman. He discusses reasons not to chase Microsoft (MSFT) and Apple (AAPL) after their rallies to start 2023. He also talks about how APPL's near-term sales growth is probably in mid-single digits. Tom White joins to demonstrate a neutral to bullish example trade using AAPL. Max also talks about how MSFT cloud sales are still growing in the high 20% range. He then goes over MSFT's position in the A.I. race. Tom demonstrates a neutral to bearish trade using MSFT. Tune in to find out more about the stock market today.