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