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TECL vs BULZ - which is better for the next 12-24 months?
Investor summaryNeutral
Comparing TECL and BULZ for the next 1-2 years, noting BULZ's Oracle drag and upcoming semi additions vs TECL's heavy NVDA/MSFT exposure.
Bull points
- Nvidia and Microsoft are expected to perform well in the future.
- Some semiconductor stocks have shown strong momentum by skyrocketing recently.
Bear points
- Oracle's recent pullback has negatively impacted BULZ's relative performance.
- Newly added semiconductor stocks in BULZ may have limited room for further growth after recent surges.
Post body
Both've had very similar performance recently, but BULZ has a much larger share of Oracle and the recent Oracle pullback has really dropped BULZ relative to TECL.
BULZ will also be getting Sandisk in 2 days (AppLovin will be getting removed) and so BULZ will have 4 red-hot Semi stocks (Micron, AMD, Sandisk, Intel) that've skyrocketed recently and may not have much room to grow (or maybe they do?)
TECL has a high share of Nvidia and Microsoft - both of which are set to perform well in the future
Would love y'alls opinions
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