info_outline
Tech Earnings, Where are Market Gains Concentrated, & Software Stock Sell Off - Top 3 This Week
02/05/2026
Tech Earnings, Where are Market Gains Concentrated, & Software Stock Sell Off - Top 3 This Week
In this week's top 3, Allan breaks down three critical things individual investors need to focus on right now — especially as markets react to big tech earnings, AI headlines, and growing fears of a so-called “tech bubble.” 1️⃣ Big Tech Earnings & Bubble Talk Earnings season is in full swing, with Alphabet, Amazon, Microsoft, and AMD reporting results. Despite constant bubble headlines, Allan explains why the price action in big tech doesn’t actually support the idea of a bursting bubble — and why expectations matter more than headlines. 2️⃣ Where Market Gains Are Really Coming From While the Magnificent Seven once dominated returns, market leadership has shifted. Allan walks through the areas quietly driving gains today, including AI infrastructure stocks like chip equipment makers, storage, and memory — and why investors need to understand this rotation. 3️⃣ The Software Stock Selloff Software stocks have been hit hard as investors worry about AI replacing traditional business models. Allan explains why much of this selloff may be overdone, why not all software companies are the same, and where selective opportunities may be forming. This episode is about cutting through noise, avoiding emotional decisions, and staying focused on what actually matters when positioning a portfolio in today’s market. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com
/episode/index/show/theallansmallpodcast/id/40013985
