Apple, Amazon, Microsoft and Google will fuel the next rally

Satya Nadella, chief executive officer of Microsoft Corp., during the company’s Ignite Spotlight event in Seoul, South Korea, Tuesday, Nov. 15, 2022. Nadella gave a keynote speech at the event organized by the company’s Korean division.

SeongJoon Cho | Bloomberg | Getty Images

Start a fire – but not destroy the market with it.

That’s the goal right now. It’s not as easy as in the famous Jack London short story (“Too Build a Fire”), in the end, the survivors make a profit rather than freeze to death in their sleep.

At the beginning of this decade, we saw the rise Robinhood (HOOD) and the division of investments from serious to ephemeral. These days, Robinhood looks like one giant bonfire of young people’s money. The gamification concept was real and the investor exodus was tumultuous – resulting in ridiculous self-immolation. GameStop (GME), AMC Entertainment (AMC) and meme stocks. Those fighting the trend have left Twitter, hired bodyguards and tried to hide from angry mobs trying to wildly outsell sellers. None of these clowns.

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