META

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 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.

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.