DELL

A correction to the Value Picks Tracker, no pick this week, and a look at why oil and a near-certain Fed rate hike pushed the S&P down 0.8%.

No pick this holiday-shortened week. The S&P went sideways as Iran strikes and a hot jobs report offset dovish Fed comments, while Dell surged 14.9% on a blowout quarter.

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.

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.