Marangi: This is a relief, much better than feared for Google and Apple

All right, first off, why don't we start off with this Alphabet Apple news. Uh, does it change your thoughts when it comes to Mega Cap Tech and the Mac 7 in any way. >> Not really.I mean, this is a a relief. Obviously, we get some certainty uh an outcome that is much better than than feared for Google and for Apple. Um, you know, Google we've owned on and off on the value side.Uh, it is in many ways a value stock. It's, you know, but it's basically a market multiple. Obviously, one of the overhangs has been ...