$Microsoft(MSFT)$ $Apple(AAPL)$ , and $AMD(AMD)$ are going to continue being the rotation havens this week with the 10 year drama being used as an excuse for market pullback. As I have mentioned before, MSFT have the cash war chest to acquire companies to quickly gain market share in the hot new trend, and $Activision Blizzard(ATVI)$ this morning's announcement is more proof. I also believe $AAPL is preparing to compete very heavily in the VR/Metaverse world. Keep in mind, that products like Facebook's Oculus came out years ago...and Apple has been developing and testing a VR product for the past few years, because that's how they do it with every new tech....they Apple-ize a popular product to make it their own, and then take market share. I believe their entry announcement into the VR world will come in 2022, especially now MSFT is pushing forward with the Activision buy. While AMD will continue supplying more competition beating chips to companies and consumers, the media will be covering more of MSFT and APPL in the news with upgrades & higher outlooks, these three household names that will only get more bullish as 2022 rolls on. Keep buying. Keep holding.
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