1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do
1. Pelosi’s recent trade is to maintain a long position in big tech $Alphabet(GOOGL)$ 2. The key takeaway for retail investors is to stay invested in large tech $Microsoft(MSFT)$ 3. Retail investors should follow the index $SPDR S&P 500 ETF Trust(SPY)$ instead of other traders 4. $UnitedHealth(UNH)$ has a highly uncertain business model at this time and is not investible
1 micron’s new fabs in Singapore is to increase capacity & profits $Micron Technology(MU)$ 2. Micron is a stronger player in the memory manufacturing market 3. Chasing gold is less at risk of oversupply in the memory market 4. Both gold and memory are quality investments
1. Which theme is the next market storyline: rare earths and magnets 2. Would I join the resource stock trade yes $BHP GROUP LTD(BHP.AU)$ 3. Will the trump trade last for another 4 years: trump is likely to win the next mid terms and be president for another 4 years
I choose $Alphabet(GOOGL)$ since google is a strong stock which is likely to appreciate in value over the period 2026 to add returns to investors over this period to outperform other stocks
1. The taco pattern is a reliable strategy for buying us stocks at cheap prices 2. The outlook for the us economy is highly negative at this time which reduces the likelihood of double digit returns 3. Sp500 $SPDR S&P 500 ETF Trust(SPY)$ tends to outperform the broader Russell 2000 index
In this year in which trump has mid term elections. Trump is in a strong position and would need to create or manufacture a world event to keep people interested in his style of politics. This is highly negative to the stock market with further declines in $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ due to the reintroduction of tariffs on American public. This is likely to increase the value of bonds and decrease the value of equity markets