Uru: You just can't buy the Mag-7 and expect good returns

We often turn to you to talk about the tech trade. What is your view of the tech trade this morning on the back of that Alphabet ruling and the idea that both Alphabet and Apple are winners in this situation where a lot of people were worried about a worst case scenario where that $20 billion deal between the two could be broken up. Short-term relief for Apple and Alphabet.At the end of the day, they have genuine competition over the next 3 to 5 years because of the transition to software 2.0%, know which m ...