Topics Covered This Week
Costco Earnings
Beat on EPS and revenue, U.S. comps strong.Membership fee hike already in effect.New perks: extended hours, early shopping for Executive members. Stock dipped slightly post-earnings despite strong results.
Micron Earnings
Big beat on both revenue and EPS, guidance raised again.AI/data center demand now ~40% of revenue.Stock strength shows secular tailwind in semiconductors, but memory cycles remain a risk.
Trump Tariffs
New tariffs hitting furniture, pharma, and consumer goods. Retail and healthcare names sold off. Adds inflation risk and margin pressure across sectors. Market broadly shrugged it off — for now.
Stocks to Buy NowSemis / AI: Micron, Nvidia, AMD.Defensives / Membership Models: Costco, Walmart.
Quality Growth: Microsoft, Apple, Google.Dividend / Cash Flow: Procter & Gamble, Coca-Cola.
Market Correction Outlook
Corrections are normal (10–20% pullbacks).Keep cash ready, dollar-cost average, and focus on high-conviction names.
Watch for tariff escalation, inflation surprises, or weak earnings as possible triggers. Use corrections to add to long-term winners, especially in AI/semis and strong consumer staples.
Key Takeaway
Stay balanced: lean into secular growth (AI, semiconductors) but keep defensives (Costco, consumer staples) for stability. Corrections are opportunities, not reasons to panic.
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