The earnings story this week reaffirmed a "separation" within the Mag 7, says Phil Rosen. He sees Alphabet (GOOGL) distancing itself from the rest of the megacap tech names, saying "it will win the race to $5T." Phil adds that he is "very bullish" on GOOGL and labels it his pick for the year ahead. On the broader market performance, April's rally was the best single-month finish in 6 years, and Phil likens it to 2025's "V-shaped" recovery post-Liberation Day. Later, Phil describes Apple's (AAPL) AI strategy focusing on its hardware ecosystem.

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