If you're craving large cap tech, MSFT looks better to me. Their cloud offerings are hot and should only grow when IPO's come back. Dynamics is a great small cap offering.
Netflix at today's price makes much more sense than Meta too IMO. I just don't see anything with Meta that screams long term value and not going to buy based on hope they radically change their plans.
But honestly I still want to know what is next for Fuzz after nailing Netflix timing. This time I want to know as you're doing it, not six months later.
As for me, I added some UNH this month. Seems like it will ride out this uncertainty fairly well with a little dividend kicker.
|