Mega-cap tech stocks have been crushed. Here's our updated view on 5 in the portfolio

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Adam Jeffery | CNBC

Mega-cap technology stocks have struggled mightily so far this year. But for long-term investors, all is not lost. Many of these companies — including Google parent Alphabet (GOOGL), Apple (AAPL) and Microsoft (MSFT) — are now trading at much more attractive valuations than six months ago.

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