The days when my A-shares don't open are really boring; A-shares are way more fun than U.S. stocks.

The weekly chart of the S&P 500 index closed last Friday looks a bit too scary, a typical sign of insufficient bullish momentum.
From a technical perspective, U.S. stocks need to pull back this week.
Predicting like a fortune-teller, the S&P might experience a sharp decline after reaching the 7300–7350 range.
If the market pulls back, which types of stocks are safer? Here are a few personal thoughts:
First, among the four major cloud giants, Google stands out.
In the AI boom, some of the four giants might fall behind.
Currently, Google has taken the lead in proving the cycle of investment and return to the market, which is the AI monetization process discussed on Wall Street last week.
The other cloud giants are far from being as certain as Google.
Second, regardless of how the financial reports of the four cloud giants turn out, their capital expenditures are definite.
The four giants have invested over 700 billion USD.
If you follow fundamental trading logic, all four management teams have pointed out a common pain point, repeatedly emphasizing that capital expenditure should focus on solving capacity bottlenecks.
Currently, in which fields do AI capacity bottlenecks exist? It shouldn't be hard to understand.
Third, at this stage, do not short storage stocks.
Shorting storage stocks shows no research into fundamentals.
If you want to short storage, I suggest listening to Apple’s earnings report.
Storage stocks follow the logic of buying low and selling high.
Fourth, start thinking now about what the next phase of AI will look like.
Besides shovel stocks, who can ultimately strike gold in AI technology?
Who has users and an ecosystem in AI—meaning they are both wealthy and have a consumer market?
Apple? Google? Tesla? Or XXX?
Last night, I sold some hardware stocks and bought some Apple…
There’s not much logic behind it; I just feel Apple will become more and more powerful.
I saw Google briefly hit 450 and am still holding.