Brian Stewart

Yeah, so next week we have Broadcom coming out on Thursday. We have Marvell as well. So there is going to be some data points in the chip area on the horizon. So those are two key areas to look for for next week. If we broaden the lens a little bit and look for technology in general and not just chips, we have a bunch of cybersecurity companies coming out next week.

Yeah, so next week we have Broadcom coming out on Thursday. We have Marvell as well. So there is going to be some data points in the chip area on the horizon. So those are two key areas to look for for next week. If we broaden the lens a little bit and look for technology in general and not just chips, we have a bunch of cybersecurity companies coming out next week.

Yeah, so next week we have Broadcom coming out on Thursday. We have Marvell as well. So there is going to be some data points in the chip area on the horizon. So those are two key areas to look for for next week. If we broaden the lens a little bit and look for technology in general and not just chips, we have a bunch of cybersecurity companies coming out next week.

I think the biggest of those is going to be CrowdStrike. CrowdStrike is down... was down sharply last year after its highly publicized outage in July, but has crawled back above those levels recently. However, it reached a 52-week high early this month, but it's seen a dip lately.

I think the biggest of those is going to be CrowdStrike. CrowdStrike is down... was down sharply last year after its highly publicized outage in July, but has crawled back above those levels recently. However, it reached a 52-week high early this month, but it's seen a dip lately.

I think the biggest of those is going to be CrowdStrike. CrowdStrike is down... was down sharply last year after its highly publicized outage in July, but has crawled back above those levels recently. However, it reached a 52-week high early this month, but it's seen a dip lately.

So I think those earnings are going to be key for CrowdStrike specifically about whether or not it's sort of moved past that outage and is back to sort of regular business as usual.

So I think those earnings are going to be key for CrowdStrike specifically about whether or not it's sort of moved past that outage and is back to sort of regular business as usual.

So I think those earnings are going to be key for CrowdStrike specifically about whether or not it's sort of moved past that outage and is back to sort of regular business as usual.

And then I think just looking at cybersecurity in general, I think that's an interesting place to look for technology in general, but also as we look at the new Trump administration spending priorities, whether or not companies with strong public balance sheet, as you will, strong governmental revenues, whether those companies are worried about cuts coming up.

And then I think just looking at cybersecurity in general, I think that's an interesting place to look for technology in general, but also as we look at the new Trump administration spending priorities, whether or not companies with strong public balance sheet, as you will, strong governmental revenues, whether those companies are worried about cuts coming up.

And then I think just looking at cybersecurity in general, I think that's an interesting place to look for technology in general, but also as we look at the new Trump administration spending priorities, whether or not companies with strong public balance sheet, as you will, strong governmental revenues, whether those companies are worried about cuts coming up.

It's a good time to kind of peek in on Tesla. It's down 19% in the past week. This is part of a general slide. It's down 30% year to date and 42% from its 52-week highs late last year. There's a lot of worry about the Elon Musk distraction. He's busy with Doge. And not only does that take him away from running Tesla, but it's also becoming not a great look in general. There's talk of...

It's a good time to kind of peek in on Tesla. It's down 19% in the past week. This is part of a general slide. It's down 30% year to date and 42% from its 52-week highs late last year. There's a lot of worry about the Elon Musk distraction. He's busy with Doge. And not only does that take him away from running Tesla, but it's also becoming not a great look in general. There's talk of...

It's a good time to kind of peek in on Tesla. It's down 19% in the past week. This is part of a general slide. It's down 30% year to date and 42% from its 52-week highs late last year. There's a lot of worry about the Elon Musk distraction. He's busy with Doge. And not only does that take him away from running Tesla, but it's also becoming not a great look in general. There's talk of...

of boycotting Tesla, there's just becoming a very high profile and not particularly well-liked presence at this point. There's also been data this week from a European industry group, the European Automobile Manufacturers Association said Tesla sales in Europe were down 45% in January. That could be a sign of dissatisfaction with Musk specifically.

of boycotting Tesla, there's just becoming a very high profile and not particularly well-liked presence at this point. There's also been data this week from a European industry group, the European Automobile Manufacturers Association said Tesla sales in Europe were down 45% in January. That could be a sign of dissatisfaction with Musk specifically.

of boycotting Tesla, there's just becoming a very high profile and not particularly well-liked presence at this point. There's also been data this week from a European industry group, the European Automobile Manufacturers Association said Tesla sales in Europe were down 45% in January. That could be a sign of dissatisfaction with Musk specifically.

Overall, EV sales were up in Europe in the same data set. So the fact that Tesla was down so sharply might be something very Tesla related. The fall has brought Tesla below $1 trillion in market cap for the first time in November. So you can kind of see the upside and downside of his close association with the Trump administration.

Overall, EV sales were up in Europe in the same data set. So the fact that Tesla was down so sharply might be something very Tesla related. The fall has brought Tesla below $1 trillion in market cap for the first time in November. So you can kind of see the upside and downside of his close association with the Trump administration.