I’m mainly watching
$Tesla Motors(TSLA)$ and
$Lam Research(LRCX)$ this week. Tesla is still very sentiment-driven, so EPS reactions can be sharp, especially with AI and autonomy expectations in play. Lam feels more grounded in the AI capex cycle, which gives me more confidence in its earnings quality. I lean slightly toward LRCX for stability, while TSLA offers more trading opportunities.
I also like $GE Aerospace(GE)$ and $RTX Corp(RTX)$ from a structural angle, as aerospace demand remains resilient. These are names where EPS growth is supported by real demand, not just margin improvements, which I find more sustainable.
For dividends, $Chevron(CVX)$ stands out. It offers yield with potential upside if oil stays volatile, though I’m not chasing it purely for dividend capture — more for overall risk-reward.
@Dividend_Earnings_Tracker @TigerStars @Tiger_comments @TigerClub
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