Author: John Pugliano
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Buy Felicia: Digitization Genie isn’t going back in the vacuum tube
This past week was a classic schizophrenic stock market. As the dust settled on Friday, I bought 13 world-class companies. I added to Amazon, ASML, Broadcom, Eli Lilly, JPMorgan, Meta, Microsoft, Texas Instruments, and Visa, and started new positions in Charles Schwab, IBM, Mastercard, and TSMC. Regardless of which hollow political promises get kept, or…