TSLA - D, MSFT - C, META - C & AAPL - B

AMD: Drop | SMCI: Jump | QCOM: Drop | ARM: Drop Expensive stocks may fall if they don’t beat expectations, while cheaper stocks with real sales may rise.

I would buy: All 48 World Cup teams It is like: Global Index Fund Bullish reason: Why pick one team when I can own them all? The winner is included. 😄

A️. The AI & Semi "Valuation Purge"

C. Semiconductors / AI infrastructure

Strong growth, but guidance and ad performance will decide the move. Prediction: $104.20.

B - Expectations are high & the market is thinking more about future growth. Even a strong report might lead to a short-term drop.

Buffett trimming tech looks like risk control, not a crash warning. AI is still strong, but price matters. Buy carefully than just rush in.

TACO trades work because policy shocks usually don’t affect company earnings much.

Buy the dip with some hedging.