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.
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.