Rebecca Walser, CEO of Walser Wealth Management, joined CNBC's "Power Lunch" on Wednesday to discuss Apple following a notable downgrade, as well as Netflix and Snowflake . Here's what she had to say about each technology name during the " Three-Stock Lunch " segment. Apple Walser said she agreed with Needham analyst Laura Martin, who downgraded shares of the personal technology giant to hold from buy on Wednesday. Martin said the company is facing relatively high valuation and growth competition. Walser said concerns over President Donald Trump's tariffs have weighed on the iPhone maker, with investors wondering what's next following the expiration of many of the president's delayed levies on July 9. Apple is known for its high proportion of international manufacturing. "It's not really A

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