📉 Market Pullback = Earnings Opportunity

The recent market drawdown across high-quality names like AAPL, PYPL, MSFT, and NFLX is creating some of the best earnings-season setups we’ve seen in months.

These are not broken companies.

They are cash-flow machines pulling back into expectation resets — which is exactly where upside is created.

🍏 Apple…

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🔥 TSMC Earnings = Hidden Read-Through on Apple Demand

Taiwan Semiconductor Manufacturing Company doesn’t sell products to consumers — it manufactures the most advanced chips in the world for companies that do. When TSMC posts huge revenue, profit beats, and full utilization of advanced nodes, it tells you one thing:

👉 Its biggest customers are…

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