AAPL

No pick this week. Hot CPI and PPI reports sent the S&P down 1.9%, and the market sorted AI winners from losers — seven of our past picks fell more than 10%.

No pick this week, with Tapestry on deck for next week. The S&P gained 1.2% on a narrow Monday rally, while ON Semiconductor and Meta led our past picks.

No pick this week. Nvidia delivered a blowout quarter, CrowdStrike rebounded 13.8% after a stellar report, and the past-picks review turns to oil & gas.

No pick this week as the Magnificent 7 earnings shake out — Microsoft makes history, Apple and Meta stumble, and the AI trade starts rewarding proven monetization only.

No pick this week as four mega-cap earnings reports and a Fed meeting loom — but Netflix is on sale at a 27% discount with 35–50% upside implied by analysts.