Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot

David Katz sees the Mag 7 sell-off as a buying opportunity in Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL). He recommends trimming Micron (MU) and other semis, while favoring PepsiCo (PEP), Constellation Brands (STZ), ADP (ADP), and TE Connectivity (TEL).

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