Microsoft faces dual pressures from earnings and liquidity in the short term, with a bearish direction.

Google faces fragile liquidity ahead of earnings, short-term bearish, long-term bullish.

Apple is short-term neutral-to-bearish, with crowding and earnings risk coexisting, but relatively resilient.

Bitcoin is short-term bearish and will break down before US tech stocks, acting as an early liquidity inflection point sentinel.