Nice catch-up day as in catch-up on the winners.
Oracle (ORCL - Get Report) and Adobe (ADBE - Get Report) rallied on their quarters but not enough and it's away we go with these. I think both can go much higher. Oracle's still cheap and Adobe had the best growth of any of the mega cap cloud companies.
Delayed reactions all, and most welcome for certain.
Meanwhile, Jim Cramer isn't buying Apple here, and says Facebook and Alphabet look better on a dip.
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