I'm Julia Borsden, and you're listening to CNBC's Tech Tech. Our show is live weekdays at 11 a.m. Eastern, Tech Check. I'm Dear Troboza with Kail Atashi. Mela Patel, editor-in-chief of the Virgin, host of the Decoder podcast, joins us once again this hour. Today. It's about thriving higher. Stocks continue

to set new records, the names that powered us to new levels in 2021 and where investors hungry

for returns can look next year. Then Tesla has put in the work, but announcing a series of recalls

today, we will talk about why the company cannot get out of its own way on

manufacturing issues. And finally, put in the hours, but what about the quarter hours, Quick

Commerce getting its 15 minutes of fame, the risks and the opportunities for stocks like

Amazon, Uber, Dordash. Kayla, welcome back to the 11 hour. Same time, different name.

Same time, different name. I know there's a bet among the producers as to how many times I'll say Squawk Alley, but I'm so thrilled to be joining a tech check.

Say that 10 times fast for the close of the inaugural year of Tech Check. And it has been an insane year for tech stocks, which is where we're going to start with mega cap tech. Investor favorites for most of 2021, despite recent weakness

as interest rates headed higher. So is 2022 the year to buy some names at a discount? Josh Lipton

joins us now with three of Wall Street's favorites,

wondering if they're more of the same. Hey, Josh. So, Kayla, three big tech names making

strong moves this year. Let's start with Apple. And that stocks up about 35% this year. It's trading

right around its all-time highs here. Now, skeptics say this stock does not look

cheap and growth next year they are betting will be slower. Gene Munster of Loop Ventures takes

the other side of that bet. He says Apple is a buy because the iPhone 13 cycle will be stronger

than the street expects, he says. And Apple will introduce a new product next summer, he says,

a mixed reality headset. That's going to get investors excited. So Munster says about Apple's play

on what he believes is a critical long-term theme, the Metaverse. Microsoft, another name to

watch, big run in 2021, stock up about 50 percent and checked in with RBC's Rishi Joloria.

He says Microsoft, in his opinion, still a top pick for next year saying it's levered

to powerful trends, the migration to the cloud benefiting Azure, the digital

...