4. In addition to semiconductors, I am currently focusing on several directions:

1. XLV (Healthcare) (Figure 1)
The weekly chart completed a two-year Cup & Handle breakout. It has now reclaimed the historical platform. If the breakout is valid, I believe there is a chance to see around 190-200 in the medium to long term. Additionally, the January 2027 180 Call has seen significant capital inflows recently. The healthcare sector itself is historically one of the most stable sectors during midterm election years.
2. Netflix (NFLX) (Figure 2)
Netflix's weekly chart shows a nascent bullish divergence. This week's bullish candle has engulfed last week's bearish candle, forming a confirmation signal. The daily RSI previously dropped to around 18, which has now clearly recovered. The $70 level corresponds to an important pivot high from 2021. If it continues to hold this level, it may challenge the downward trendline.
3. ISRG (Surgical Robot) (Figure 3)
I think this is a company that has been relatively overlooked by the market recently. The daily chart now shows multiple bullish divergences. The weekly MACD is forming a golden cross. The overall pattern is at the end of a large falling wedge, which has just broken out. Coupled with the upcoming earnings report, if the results meet expectations, it could complete a trend reversal.
4. MCD (McDonald's) (Figure 4)
MCD currently shows bullish divergences on both the daily and weekly charts. The MACD is forming a golden cross again. As a large consumer company with stable cash flow and strong defensive attributes, it remains worth watching if the market continues to favor defensive allocation.
5. MAGS
Focus on potential short-covering opportunities ahead of earnings.
6. Reddit (RDDT)
RDDT has recently been clearly stronger than many growth stocks. Even during market corrections, it has managed to hold above the 200-day moving average and formed an inside day. One of the most important resources in the AI era is high-quality data, and Reddit has one of the largest UGC databases globally. If it can break through the platform, the first target above remains the gap around 213.
7. Disney
Disney is currently forming a large symmetrical triangle. It has reached a point near a directional choice. If it can break above the downward trendline, upside space will reopen.