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⚠️ This week's judgment of 1 buy and 1 sell is not essentially a short-term bet, but a choice of risk distribution in an event-packed week.

🟢 Buy: $Apple(AAPL.US)

🚨 The market will hardly calm down this week.
The Fed FOMC meeting, Jerome Powell's press conference, earnings reports from tech giants, and the deadline for the U.S. government shutdown all overlap in the same time window. Volatility is not an accident but a high-probability event.

Against this backdrop, choosing $Apple(AAPL.US) is not because it has the "highest certainty," but because its uncertainty is more controllable.

$Apple(AAPL.US) will report earnings after the market closes on Thursday.
Current market expectations are not low, but the focus has long shifted beyond quarterly numbers to whether management's guidance on demand, service revenue, and AI-related pace shows marginal improvement.
Among large-cap tech stocks, $Apple(AAPL.US) acts more like an emotional stabilizer:
Even without stunning growth, the market is more likely to accept the narrative of "steady progress."

🔴 Sell: $Starbucks(SBUX.US)

In contrast, the issues exposed by $Starbucks(SBUX.US) are more direct.
The market has already started sensing the cooling of domestic U.S. demand and consumers cutting back on non-essential spending through its earnings feedback.
At a stage where macro pressures have not fully eased, such companies are more likely to be scapegoated as "demand slowdown victims."

The key is not whether $Starbucks(SBUX.US) will fail in the long run,
but that it lacks strong defensive attributes in an event-packed, sentiment-volatile week.

This judgment is not a value verdict of "long Apple, short Starbucks,"
but rather:
In a highly uncertain week, do you choose assets more likely to be forgiven by the market,
or those more vulnerable to macro narratives?

📬 I’ll continue sharing how to distribute risks across different assets during critical event windows, not just long/short conclusions.
If you’re also tracking earnings season and macro crosswinds, subscribe to follow along.

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