- MSFT — $491.65, -0.47% | Hold (Medium) | No verified thesis-changing update; the modest decline alone is not a sell signal.
- RDDT — $146.44, -1.97% | Hold (Low) | Down 7.4% since last Wednesday; wait for stabilization before adding.
- NET — $314.18, +10.51% | Hold (Medium) | Just 5.4% below its 52-week high; keep exposure, but do not chase the double-digit jump.
- AMZN — $252.40, -1.78% | Hold (Medium) | GBP4.25 billion of newly priced bonds puts additional interest costs on the watch list, not a reason to exit.
- META — $653.69, +6.55% | Hold (Medium) | Muse’s paid subscriptions offer new monetization; paid adoption must now validate the launch-driven rally.