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The creator discusses the current market conditions, noting that the Nasdaq has broken a key support level...

StockswithpawanFeb 6, 2026

The creator discusses the current market conditions, noting that the Nasdaq has broken a key support level and that the market may have priced in a soft landing that is not materializing. They advise against panic selling and suggest focusing on defensive plays like SCHD, watching Microsoft (MSFT) at support, and VOO for broad exposure. The creator also mentions that 'cheap can always get cheaper' and to wait for the correct setup and price.

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Tickers discussed in this post

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft has been downgraded by Stifel due to AI and Azure concerns, and the creator suggests watching it at support.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a big tech stock that could be affected by market conditions.

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