I’m leaning toward C — Semiconductors / AI infrastructure this earnings season. The strength in the
$Philadelphia Semiconductor Index(SOX)$ and aggressive capex from
$Taiwan Semiconductor Manufacturing(TSM)$ suggest this is more than a short-term rally—it’s a multi-year buildout. The real story is expanding beyond chips into power, cooling, and data centers, which gives this theme stronger durability.
I’m more cautious on $Microsoft(MSFT)$ & $Alphabet(GOOGL)$ near term. Expectations for cloud growth are already very high, so even solid results may not be enough to drive upside. After the recent software rally, the risk of “sell the news” feels real.
On ads and consumer, I stay neutral. Alphabet’s ad recovery may be partly base-driven, while $Apple(AAPL)$ still needs clearer signs of a sustained China rebound. Overall, I prefer the AI infrastructure side where demand visibility is stronger.
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