I own
* GOOG, META, MSFT, AMZN
* NVDA, AMD, AVGO, INTC, MRVL, and other supply chain companies
One group is spending money (META, MSFT stock down after hours) and other (NVDA, AMD, AVGO) is making sales to them.
So I guess net neutral
Only certain stocks valued at a higher multiple and are worth you can do that for so jsut take mag 7 for example… like any of those when they cut buy you buy, even things like MRVL, ORACLE, SMCI etc like this are no brainers, price valuations etc, are kinda irrelevant because they are shaping are the next evolution bro numbers are gonna go crazy..