I’d put A — stronger commercial bookings first. That would signal renewed demand before it appears in reported revenue. However, the real test is whether those bookings convert into sustained growth (C), particularly as shorter-duration deals make revenue visibility less certain. PLTR’s pullback could be an opportunity, but only if fundamentals begin supporting the valuation—not simply because the share price is lower.
Alphabet's Q3 EPS of $2.12 badly missed the $3.02 consensus and revenue fell short, reviving AI-spending worries and sending shares down; Microsoft's solid cloud sales lifted its shares after hours
REITs have been really poor underperforming during both rate hike and rate drop. There are more attractive sectors out there like healthcare and financials