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![FirstSquawk Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3295423333.png) First Squawk [@FirstSquawk](/creator/twitter/FirstSquawk) on x 385.5K followers
Created: 2025-07-12 18:35:00 UTC

Goldman Sachs’ Top Trades for Earnings Season

📊 Bullish on AI:
• Nvidia ($185 target)
• Broadcom, Microsoft, Micron

📈 S&P XXX target: XXXXX (+11%)

💡 Strategy:
• Balanced exposure (growth, cyclicals, defensives)
• Straddle options on Netflix, 3M, RTX, Honeywell
• Tariff risk seen as manageable


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944103212845330740/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[3m](/topic/3m)
[rating agency](/topic/rating-agency)
[coins ai](/topic/coins-ai)
[goldman sachs](/topic/goldman-sachs)
[stocks financial services](/topic/stocks-financial-services)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/FirstSquawk/status/1944103212845330740)