US500 LongsUS 500CAPITALCOM:US500sas_fxcStrong momentum on stocks since the ceasefire talks started, lets see if we can see some of the setups mentioned without geopolitical or negative earning season impact. • Wednesday: Microsoft, Alphabet, Amazon and Meta all report on the same day • Thursday: Apple The key question across all five: will the market reward continued AI capex increases or react skeptically as it did with Tesla last week Tesla’s reception was a warning that the market is not giving a free pass to every AI spending story, execution and guidance will be scrutinised -> If the MAG7 delivers and guides well this could be the fuel that takes the rally to the next level