Dec. 5 at 3:36 PM
$APPS I’m LONG APPS and have Bullish expectations. But I’m even more Bullish on the macroeconomic expansion about to play out. In 2019 before covid was released we saw a great economy. LOW-inflation high-GROWTH. We’re going to have that and MORE, especially if there’s another Reconciliation Bill that can totally avoid the anti-U.S. political party. Then we’ll see how One Digital Turbine does in THAT kind of macro-environment. This Mag 7/AI/Nuclear/Quantum hyper-narrow 3 year run is not an all-encompassing Bull market. But we’re on the verge of one.
