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Weekly Market Insights: Four Days. Big Risk.

Feb 16, 2026

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4 min read

Weekly Market Insights: Four Days. Big Risk.

Holiday week, FOMC minutes, Core PCE. Markets are rotating fast, and this shift may define Q1 leadership.

Portfolio Parrot
Portfolio Parrot

Stock Watchlist

Stock Power Watchlist for the Week of 16 February 2026

Feb 15, 2026

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6 min read

Stock Power Watchlist for the Week of 16 February 2026

The Stocks Driving Institutional Positioning Into 2026: 18 High-Conviction Stocks Across AI, Semis, Platforms & Recovery Plays

Portfolio Parrot
Portfolio Parrot

Market Focus

Rotation Week: When Inflation Cools, Money Gets Picky

Feb 15, 2026

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7 min read

Rotation Week: When Inflation Cools, Money Gets Picky

A holiday-shortened week brings Feb 18 FOMC minutes and Feb 20 Core PCE. Flows point to income, liquidity, and “real-economy” exposure.

Portfolio Parrot
Portfolio Parrot

Market Focus

Weekend Market Recap: Defensive Rotation Hits as AI Trade Pauses

Feb 14, 2026

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5 min read

Weekend Market Recap: Defensive Rotation Hits as AI Trade Pauses

The S&P 500 fell 1.4% as AI jitters drove a sharp shift into utilities and real estate. CPI cooled, yields slipped, but leadership changed fast.

Portfolio Parrot
Portfolio Parrot

Newsletter

+1

Weekly Market Insights: This Week Will Reveal Market Leadership

Feb 9, 2026

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5 min read

Weekly Market Insights: This Week Will Reveal Market Leadership

Jobs, CPI, and key earnings land together, testing whether rotation beyond mega-cap tech is real or just noise.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch This Week: February 9–13, 2026

Feb 8, 2026

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6 min read

Top US Stocks to Watch This Week: February 9–13, 2026

A heavy week of macro data and earnings is reshaping market leadership, as investors look beyond Big Tech toward breadth, cash flows, and pricing power.

Portfolio Parrot
Portfolio Parrot

Stock Watchlist

Reinforcing the AI Infrastructure Trade After the Tech Dip
LockSimple

Feb 8, 2026

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7 min read

Reinforcing the AI Infrastructure Trade After the Tech Dip

A look at how one AI capex thesis shows up across semis, equipment, and infrastructure and why diversification can still mean one concentrated bet.

Portfolio Parrot
Portfolio Parrot

Stock Watchlist

Stock Power Watchlist for the Week of 9 February 2026

Feb 8, 2026

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7 min read

Stock Power Watchlist for the Week of 9 February 2026

A data-backed look at quality compounders, AI infrastructure leaders, and defensive names, highlighting where growth expectations are strong and where valuations already price in the story.

Portfolio Parrot
Portfolio Parrot

Market Focus

Weekend Market Recap: Dow Hits 50,000 as AI Panic Turns to Relief Rally

Feb 7, 2026

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6 min read

Weekend Market Recap: Dow Hits 50,000 as AI Panic Turns to Relief Rally

A volatile week saw AI capex fears hit tech, cyclicals quietly lead, and the Dow break 50,000 as investors rotated rather than retreated.

Portfolio Parrot
Portfolio Parrot

Market Focus

Tech Rotation Hits Wall Street as Mega-Cap Leadership Cracks

Feb 3, 2026

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5 min read

Tech Rotation Hits Wall Street as Mega-Cap Leadership Cracks

U.S. stocks slipped on February 3, 2026, as investors rotated out of mega-cap tech and AI leaders, lifting defensives and exposing growing market dispersion.

Portfolio Parrot
Portfolio Parrot
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