According to CNBC, Bank of America highlighted a list of stocks it is betting on for the first quarter of 2026, noting that the basket includes a Big Tech laggard, as reported via a CNBC tweet on Jan 2, 2026, with no specific tickers disclosed. Source: CNBC (Twitter, Jan 2, 2026). For crypto traders, shifts in Big Tech positioning can influence risk sentiment because BTC and ETH have shown positive rolling correlations with the Nasdaq-100 during risk-on regimes, making it prudent to monitor QQQ/NDX alongside BTC and ETH price action for cross-asset confirmation. Sources: CME Group Research on Bitcoin–equity correlations (2023); Coin Metrics State of the Network correlation analyses (2024). With the stock list not detailed in the tweet, near-term setups center on momentum spillovers: watch for any rebound in underperforming mega-cap tech and concurrent changes in BTC/ETH perpetual funding rates and open interest as indicators of broader risk appetite. Sources: CNBC (Twitter, Jan 2, 2026); Kaiko Research on crypto derivatives and equity co-movements (2023).