Apple is probably the only company stock that is a flight to safety as well as a Fed pivot bet right now.

In fact, I might say they are the only tech company that isn’t risky for a couple of reasons. The first is that their products are more hardware than services. The hardware itself is a brand on the level of Coca Cola. In addition their supply chain has proven resilient even with everything that has gone on. This goes beyond simple sourcing, their M series of chips is a technologically disruptive feat that I still can’t believe they pulled off.

I want you to name one mega cap stock that is both a solid value play as well as a solid growth play. That’s literally just Apple.

Now of course, as the treasury yields go up I’m sure Apple will be seen as more of a growth play than a value play and prices will shift accordingly.