Kim shares her thoughts on the mega cap tech earnings out this week. Her most favored big tech name is AAPL after lagging behind peers this quarter in terms of performance relative to tech peers GOOGL and MSFT. She is looking for conference calls with management addressing questions such as potential chip supply shortages that may limit forward revenue guidance and how product and service pipelines looks for the the remainder of 2021. Kim says investors will focus on guidance for the entirety of 2021 versus being laser focused on the next quarter estimates.
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