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The tyranny of technology is over. Here are the stocks that drive this market

A worker washes a Caterpillar crawler dozer at Ideal Tractor in West Sacramento, Calif., Monday, Aug. 1, 2022.

David Paul Morris | Bloomberg | Getty Images

Never have the bulls been more shy and timid. Never have the bears been so upbeat and so wrong. Sure enough, the bears nailed it Meta platforms (META) and press Microsoft (MSFT) out of the park. Amazon (AMZN) flopped. So did Alphabet (GOOGL).

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