CNBC debates amazon v apple

CNBC’s fast money just spent 15+ minutes debating AAPL v Amzn: which has a better upside, which will reach $1 trillion market cap first, etc.

This “either/or” is a false choice. There is a place in my portfolio for both of these individual holdings. I am overweight in Finance, Tech and Consumer Discretionary which includes being long in all the FANG(plus Apple) stocks.

The either or argument is stupid. The answer is both are a part of a diversified and balanced portfolio.