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always good to have you on so first let's get down to these stock splits are you pro these stocks list you think they have the potential to move tesla and apple even higher yeah i do i mean i look i think this was a smart move by the companies and the board and ultimately i believe there's gonna be more star wars that follow and i think right now they're just in a position of strength and if you see what's happening in terms of the market of course in the ev side for tesla and then apple going into a super cycle and this was the smart move at the right time in terms of a stock split and i view it as putting more sort of gasoline in the tank in terms of these stocks moving higher all right these are two of the biggest tech names out there is there more room for tech to run i mean have we hit the peak of the coveted economy or do you see investors putting more money in these big tech names yeah i believe that especially fang and overall attack could move another 20 higher over in their six nine months and even though the haters are going to continue to hate i think the fundamentals and the re-reading continues to be there in tech stocks not just large cap tech when you look at software cyber security and really across the whole sort of ecosystem everything we're seeing fundamentally these stocks continue to move higher i still think it's a green light to own tech so when we're talking about tech that that definition has changed somewhat tesla is apparently a tech company not a car company and we're talking about amazon not necessarily being an e-commerce company it's a tech company i think people go back and forth on that what other big tech names do you see having more room to run besides apple and tesla in those thing names well to me i think microsoft amii regardless of tick tock i think that's the name when you look at cloud you know that that's a stock that i think has another 30 40 percent upside here and then i think when you even look at names like cyber security there's names like z scale or pow out though other names i think continue to run overall take a step back here you know that there's uh what i would say was supply demand of secular growth stocks that's why tech not just across software but large cap tech these stocks continue to move higher and of course you look at apple that's a super cycle and i believe it's a once in a decade opportunity in terms of upgrade cycle that's why i think we're still in the middle innings of a re-rating in apple here wow some strong words there dan so let's as as you said let's take a step back let's talk about apple and tesla is this all animal spirits the stock split retail investors that are going to move these stocks higher or are there other fundamental reasons why people should invest i mean of course that's going to be a piece of the the puzzle that we're seeing in terms of retail but the big thing here is just the fundamentals you look at apple i mean the services business i think is worth 950 billion that's a 60 billion dollar revenue stream going to next year and then you have 350 million of 950 million iphones worldwide in upgrade opportunity that's the key even institutionally speaking when you look at apple and in terms of tesla in the ev market right now it's tesla's world and everyone else is paying rent china's worth 400 a share you see delivery the head expectations for 3q and that's why even though the stock split is going to be the headline it speaks to a broader issue here that the stronger getting stronger and obviously these are two names front and center so dan right now i'm using my nora link to google the fact that battery day is coming up i'm joking how big of an impact would that have on tesla stock where do you where do you see that taking the stock well i think battery day is really going to be a game changer for tesla because i think we're expecting a million mile battery as well as even just more price price-powered that they're going to announce even a third-party supplier and i think there's a lot of anticipation for that because ultimately ev you have competition across the board domestically and globally it comes down to battery technology and brand that's the differentiation of tesla and that's why it's really been almost a teflon-like model in this coveted pandemic where you're seeing other automakers continue to suffer all right dan i got two words for you iphone 12 what does that mean for apple and what could that even mean for other retailers out there as this new phone hits the market yeah and i'll and and i'll go back and i'll say that there's one word it's 5g because you put 5g along with iphone 12 that equals a super cycle and i think what it comes down to is it's not just pen-up demand this is something where i believe it's going to be the largest product cycle they've seen in their history and and even when you go back the iphone 6 was really this what i'd say something that filed maybe a super cycle and i think this is even in china i mean china 60 or 70 million iphones are a window of an upgrade opportunity and our checks and asia over the last three to four weeks continue to show up ticks and that's why a lot of head scratchers with the stock remember at 300 before the split they hate it at 400 deposit at 500 heated more but i believe if the stock continues to go higher you know our bulkhead six 700 hours obviously obviously just pre-split and push but that's one on 51.75 you
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