The “Tech” Stock Rally, The Pandemic as a Software Catalyst, Apple Raises MacBook Pro Orders
Today's Above Avalon daily update includes the following stories:
The “Tech” Stock Rally
The Pandemic as a Software Catalyst
Apple Raises MacBook Pro Orders
We kick things off with a closer look at the “tech” stock rally that has been unfolding for the past few months. There is much more at play than meets the eye. The discussion then turns to how I am thinking about the pandemic and the giants on Wall Street (Apple, Amazon, Microsoft, Google, and Facebook). We conclude with my thoughts on a new report from Apple’s supply chain indicating the company is boosting MacBook Pro orders.
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