$Apple(AAPL)$  With 2.5 billion users, around $130 billion in cash, and very little capex, this is without doubt the safest and most predictable mega-cap. Their big day is coming, and with about 30% of the world owning an Apple product, it's not going to take much to drive revenues significantly higher. Nearly every other mega-cap is spending tens of billions on capex, some hitting $100 billion, but Apple has completely sidestepped that whole dynamic. It's shaping up to be a banner anniversary year.

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