ORCL

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 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 six mega-cap earnings reports loom — these companies alone account for nearly a quarter of the S&P 500 and $17 trillion in combined value.