Market

“This week has big earnings from $MSFT ( ▼ 0.44% )  , $SOFI ( ▼ 2.03% )  , $PYPL ( ▲ 1.01% )  and $META ( ▲ 0.11% ) The market should react mostly positively given expectations are in line to lower” 😊 😋

The EU tariff drama is behind us mostly so the earrings come into focus. The tariff was largely now a net positive, so this is becoming a good bull market to the end of the quarter based on good earnings momentum.

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Insights from the portfolio

Video of the day

Today’s video is on Alphabet $GOOGL ( ▼ 0.65% ) the digital ad company.

Deep dive of the day

Good setups for swing