Yes but the Mag 7 is the main focus, suddenly switching to a different set of companies is comparing apples to oranges. That slide belongs in an annex.
replyThat slide should probably be the main focus, with the rest supplementary.
replyThat is the slide that is likely to pop the economy.
I was here when you called it!
replyIs that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?