still bullish on Apple, primarily due to its strong moats, unrivaled customer loyalty and wide range of products abnd servives. Its balance sheet is stellar, with billions of dollars to fund new projects.
I think Novo Nordisk would continue to outperform. The market for weight loss drug seems endless, with plenty of growth left in the US, without even accounting for international growth. though it's hard to predict the actual percentage change, I think a 20% increase is a reasonable guess.