I have been growing in this belief for a while and have done a few posts on the topic recently. Yesterday, I watched this video. It is over an hour, but if you own any of the big three and or care about this topic from a stock market and economic ramifications standpoint, it is a must watch.

Fred Hickey is brilliant. I have known of his work over the decades mostly from him being quoted in Barrons and the WSJ from time to time. I never saw him interviewed before but he articulates his points clearly and in plain language.

He put the icing on the cake for me, that I am exactly on the right track regarding NVDA, AAPL and MSFT etc. He tells you how to play it with minimal risk and long term capital gains very likely. This guy has a great track record when it comes to high tech stocks. https://www.zerohedge.com/news/2024-06-18/ai-pocalypse-near-tech-stocks-fred-hickey