Weekly Market Insights: The Week Where Everything Happens at Once

My Portfolio Performance 🔍

Total Profit: 46.1%
Ahead of S&P 500 by 12.7% & Ahead of NASDAQ by 4.86%

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ISA held in Trading 212 & SIPP held in Freetrade.

Must Reads 📌

• Top U.S. Stocks to Watch for the Week of October 27, 2025
  Big Tech earnings, a key Fed meeting, and record-high markets shape the final week of October 2025.

  🔗 Portfolio Parrot ↗

• Tesla 2025: Betting on the Future of Mobility, Energy, and Automation
  Tesla remains a bold bet on autonomy, AI, robotics, and energy. Explore the 2025 investment thesis with bull, bear, and base scenarios for long-term investors.

  🔗 Portfolio Parrot ↗

• Markets are volatile. Here’s what to do with your money

  It’s been a whirlwind year for investors.

  🔗 CNN ↗

11 long-term stocks to watch this week 💸

Ranked using weekly data trends, company fundamentals, and market intelligence.

⬆️ 11. Philip Morris ($PM):
Philip Morris reaffirmed full-year revenue growth of 6–8% and raised dividends, as smoke-free product demand expands; however, short-term volatility remains due to ongoing U.S. investment spending.​

⚪ 10. ASML Holding ($ASML):
ASML’s leadership in EUV lithography, record backlog, and consistent margin growth underpin bullish long-term forecasts, though near-term technicals suggest limited upside amid valuation pressures.​

🔻 9. Kratos Defense ($KTOS):
Kratos stock has soared over 280% this year thanks to record defense contracts and drone innovation, but high valuation and defense spending cycles warrant investor caution in the future.​

⚪ 8. Alphabet Inc ($GOOGL):
Alphabet’s Q3 rally has lifted shares toward yearly highs near $260 as AI integration fuels ad and cloud revenue growth, maintaining long-term analyst optimism despite elevated competition.​

🔻 7. Apple Inc ($AAPL):
Apple’s robust iPhone 17 launch and expanding AI ecosystem have supported recent price momentum, with forecasts showing further upside, though profit growth faces margin constraints.​

⚪ 6. Taiwan Semiconductor ($TSM):
TSMC’s 50% YTD surge is fueled by strong AI chip demand and expanding global supply-chain leadership, positioning it as a key semiconductor player for the next technology growth wave.​

⬆️ 5. Meta Platforms ($META):
Meta’s focus on AI-driven ad optimisation and strong balance sheet supports steady growth into 2026, while market sentiment remains bullish despite short-term volatility in tech equities.​

⬆️ 4. Amazon.com Inc ($AMZN):
Amazon’s leadership in cloud computing and e-commerce continues to drive expansion, supported by improving cash flow and global growth potential, with margin pressures remaining a focus.​

⚪ 3. Broadcom Inc ($AVGO):
Broadcom’s semiconductor and software diversification, coupled with strong AI-related sales, provides robust earnings visibility, making it a favoured pick in the infrastructure tech space.​

🔻 2. NVIDIA Corp ($NVDA):
NVIDIA remains the undisputed leader in AI chips, backed by ongoing data centre expansion and market momentum, though valuations suggest it is sensitive to any slowdown in semiconductor demand.​

🔻 1. Microsoft Corp ($MSFT):
Microsoft’s dominant position in cloud and AI enterprise solutions, along with recurring revenue growth, ensures stability, with analysts expecting continued upside into 2026 as global adoption accelerates.​

Key
⚪ = No changes vs last week
⬆️ = +1 vs last week
🔻 = -1 vs last week
⬆️⬆️ = +2 vs last week
🔻🔻= -2 vs last week

Quantitative Insight Qualitative Screening (QIQS) data has been used to pick these stocks.

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