$SOXL I’m back with a detailed review of the U.S. stock market. Let’s go over how it performed yesterday. The S&P 500 rose 0.28% last night, while the Nasdaq gained 0.27%. Strong results from SK Hynix helped drive a rebound in memory chips, while improved results and guidance from VRT suggest demand for AI infrastructure remains supported. But I’m not ready to say tech stocks have fully reversed course. Let’s focus on GOOGL: Google Cloud revenue doubled, but overall revenue and profit fell short of expectations, and free cash flow turned negative. After earnings, the stock briefly fell about 10% in after-hours trading. This shows that AI demand is real, but the market is starting to scrutinize whether massive investments can translate into cash returns. My trading plan: I’ll continue watching MU, AVGO, and VRT for earnings follow-through and signs of a trend recovery in semiconductors. GOOGL is still worth researching for the long term, but a steep after-hours drop doesn’t automatically make it cheap. I already have a long position, so I won’t add to it blindly for now. I’ll first watch to see whether the stock stabilizes after earnings and recovers some of its losses, then decide whether to adjust my position. My view: the partial rebound has fundamental support, but a full reversal is still unconfirmed.