The Moment of Truth for Mega Cap Tech 1/29/25

Scott Wapner and the Investment Committee debate mega cap tech
stocks as Meta and Microsoft report earnings tonight amid all the
questions about Deepseek and what it means for their AI spend.
Plus, the Committee share their latest portfolio moves in Apple,
Vertiv, Booz Allen and more. And later, the desk discuss the
latest Calls of the Day and how to trade the names. 


Investment Committee Disclosures