Tim Quast: Supply‑Demand Signals Favor AAPL and MSFT Over META, GOOGL

Tim Quast evaluates the Mag 7 using supply‑and‑demand signals rather than earnings hype ahead of a major big tech week. He sees Apple (AAPL) and Microsoft (MSFT) with the strongest setups, warning that Meta Platforms (META), Alphabet (GOOGL), and Amazon (AMZN) may be overextended. Quast argues market mechanics and derivatives positioning matter more than narratives this earnings season.

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