Even after earnings, I would still be bullish on $Alphabet(GOOG)$and $Microsoft(MSFT)$ as they are the 2 most tangible B2B assets that even we as the consumers are actively using and is prevalent in our daily lives.
Based on current market data and industry analysis, crude oil and energy ETFs remain highly relevant investment vehicles worth monitoring, though they face significant headwinds in 2026.
$Amazon.com(AMZN)$ still looks strong in terms of its performance. So I’m still bullish on it. Although this is not surprising considering its strong cloud and ad revenue growth.
AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop Reason: I believe AMD's AI demand remains strong enough to support a stock jump; however, Qualcomm might experience a pullback due to the weak mobile market.
Am optimistic about Google as one of the leading company to ride on the AI wave. In for the long term so won’t really care too much about the noise in the short term.
I still have some optimism for $Tesla Motors(TSLA)$ to eventually improve in the long run, will continue to invest regularly. Similarly for $Microsoft(MSFT)$, continuing to dca in this foundationally strong stock.