Is It Time to Diversify Away From These Megacap Companies?

I think ultimately we're going to look back upon this and realize that the answer to that is probably yes that we probably stayed in these companies a little bit too long. I don't know if I see enough for that answer to be an absolute yes maybe the market bends a little bit tomorrow but it's almost as if now you turn the page forward and you look towards Apple, Amazon or any of the other mega caps  and see if you get some confirmation or if unfortunately you get that failure and sentiment well see that's a thing Malcolm. The two most important companies in this particular earnings season that is Apple and Amazon will tell us a lot about whether the mega cap tech trade is over