M and M

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This afternoon’s monsters are going to be META:

As well as MSFT:

I have positions in neither of them. I will say Meta looks more vulnerable to a sell-off than Microsoft (indeed, over the next couple of years, I think Meta is vulnerable all the way down to $400). These both tend to be very stable outfits, so they might both be bore-fests, but they will certainly have an outsized effect on the QQQ, no matter what the results.