This week officially enters the dense earnings season for tech stocks, with AI and semiconductors set to see the most important week of this cycle.



🔹July 21 (Tuesday) after the close
GOOGL (Alphabet)
Focus on AI spending, Google Cloud, Gemini commercialization, and capital expenditures in the second half of the year.

🔹July 22 (Wednesday) after the close
TSLA (Tesla)
Focus on Robotaxi, Optimus, humanoid robots, gross margin, and future guidance.

TXN (Texas Instruments)
Watch whether industrial and automotive chip demand continues to rebound.

IBM
Focus on enterprise AI services orders and the software business.

NOW (ServiceNow)
Enterprise AI software leader; focus on AI order growth.

🔹July 23 (Thursday) after the close
INTC (Intel)
Focus on AI chips, the foundry business, and the outlook.

If major tech stock earnings beat expectations overall this week, the AI sector could see a fresh round of repair.

If results or guidance fall short of expectations, volatility in high-multiple AI stocks will be significantly amplified.

Key focus this week:
GOOGL
TSLA
NOW
INTC

Control position size—only do what’s certain, don’t bet on direction.
GOOGLG-7.85%
CLOUD-4.14%
TSLAG-13.85%
INTCG-3.34%
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