After recent earnings seasons from the 'Magnificent 7,' many investors felt confident in the big tech companies showing's. That was until Warren Buffett sold $90B of Apple (AAPL) stock. Yahoo Finance Executive Editor Brian Sozzi spoke with Wind Shift Capital CEO and Founder Bill Blain—aka author of beloved newsletter Morning Porridge—about what tech stocks he has his eyes on now. As a self-described 'appleholic,' Blain shared with surprise that he would now back Facebook (META) since "about 75% of advertising goes through the internet and the firm that controls that best at the moment is Facebook."

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