6

$169

I got Apple! A fantastic company with a proven track record and one of the strongest ecosystems out there. It’s on my watchlist, and I’d be happy to buy it at the right price. Quality business, but valuation is always important

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. 😄

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.

A️. The AI & Semi "Valuation Purge"

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.

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

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

Buy the dip with some hedging.

Optimism, Love & Happiness

🟡 B. Range-bound (-5% to +5%)

🟡 B. Range-bound (-5% to +5%)

If I could only hold ONE of these stocks through 2026, I’d pick Allstate (ALL) because it makes steady profits.

If I could only hold ONE of these stocks through 2026, I’d pick Allstate (ALL) because it makes steady profits.

C,B, C, B, B, A, A, B, A & A