WDC

No pick this week — cooler inflation data pushed the S&P 500 to a record above 7,800, and Western Digital reversed last week's 20.3% drop with a 17.2% gain.

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 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.