This week, the spotlight shifts to jobs. A weak payroll report could revive rate-cut expectations and support equities, while stronger employment may keep yields elevated and pressure high-valuation growth stocks.
Earnings are equally important. Broadcom and Dell will test whether AI infrastructure spending remains strong, while Palo Alto Networks, MongoDB and Snowflake could show whether AI demand is spreading into software.
My strategy: don’t chase short-term momentum. Stay focused on companies with strong earnings growth, pricing power and genuine AI-driven cash-flow potential. Volatility may create better entry points.
@TigerObserver [微笑]
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