CRWD

This week's Value Pick is Tapestry (TPR) — Coach's turnaround, a valuation reset, and shareholder-friendly plans. Plus a shipping & logistics review of CSX and ODFL.

No pick this week. A flat index hid a turbulent week around the Fed's first rate hike since 2023, cybersecurity names surged on AI-risk fears, and the insurance review begins.

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. The national debt topped $40 trillion and the bond market repriced risk, hitting tech hardest — plus a hard look at which past picks should be sold.

Amkor Technology is this week's pick — the largest U.S. OSAT provider, with TSMC and NVIDIA anchor deals and a diversified base beyond AI. Plus QQQ and QTUM both qualify.