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Q2 Big Tech stocks in focus: Buy or sell?
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"industries" is a misnomer

A firm, like $Microsoft (MSFT.US)$ , can be part of the Big Tech industry, but so are dozens of other companies. I get annoyed when someone says something like "invest in big tech" or "big tech is leading the charge".
It glosses over the fact that every firm is unique with unique customers, opportunities, challenges, and routes to growing revenue and profit. Unless you're buying an index, you're buying a specific individual firm.
I'd buy $Microsoft (MSFT.US)$ based on their route forward and current quarterly report, but wouldn't touch $Netflix (NFLX.US)$ (arguably a big tech firm) with a 10-foot pole because I see them near their saturation point and the media landscape changing in the relatively short term. I also see challenges for $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$ while I think $Alphabet-A (GOOGL.US)$ still has room to run... despite all being in the same industry.
Remember to evaluate on a much narrower basis than just 'industry'.
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