Stuff that matters….NET, CRWD, Apple…..and that….’Big Picture’ warning from Satya Nadella.

I had a clear view of what I was going to do today….and then a bunch of things happened overnight that got in the way…..so here goes. MORGAN STANLEY TECH CONFERENCE. This is going on now and is the first big chance of the year for investors to talk and walk the halls…..and see who...

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