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Focus on this week's corporate earnings!!

The highlight of this week's corporate earnings focuses above all on CRWD after Tuesday, influencing the trend change in cybersecurity stocks. The key will be whether it shows a cautious outlook in the price war following PANW. Also, GTLB after Monday, MRVL on Thursday, will need to check the contribution to performance due to the AI ​​boom. MRVL's post-earnings trends will be an indicator of semiconductor stocks, while GTLB will be watched closely to see if it can regain a slight advantage in the competition with GitHub under MSFT on Thursday. After that, we have SE and AVAV on the same Monday, JD on Wednesday, and DOCU on Thursday.
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  • ヤングちゃん : I wonder if cybersecurity is becoming more competitive...
    There is a trend where people think guidance is a little weak and sell clearly.
    I was a little scared, so I sold S last night.

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