Alphabet's (Google) fundamentals are important, but the creator advises against reacting to short-term price movements, seeing opportunity if prices fall despite strong fundamentals.
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Stock Investors - The 24 Hour Countdown has Begun
Jul 21, 2026
The creator discusses the upcoming Q2 earnings reports for Alphabet (GOOGL) and Tesla (TSLA), highlighting their significance as Magnificent Seven stocks that heavily influence the overall market and the AI trade. Key numbers to watch for Alphabet include total revenue and search/ads revenue, while Tesla's report is crucial for its role in AI development. The creator plans to provide live coverage and portfolio adjustments based on the outcomes.
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Netflix beat on earnings but still sold off, demonstrating how positive news can lead to market declines in the current corrective environment.
TSMC beat earnings and raised guidance but experienced a sell-off, highlighting the market's current downward trend.
ASML beat earnings and raised guidance but still sold off, illustrating the market's irrationality in corrective territory.
AMD is mentioned as a company that has benefited from the AI trade, alongside other semiconductor stocks.
Micron is noted as a company that has benefited from the AI trade, alongside other semiconductor stocks.
Nvidia is mentioned as a key player in the AI trade and a Magnificent Seven stock whose performance influences market decisions.
Tesla's Q2 earnings report is highly anticipated due to its significant role in the AI trade and its position as a major company.
Alphabet's Q2 earnings report is a key event, with market expectations of $116 billion in revenue, driven significantly by search and ads.
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