Several software companies report earning after Wednesday's close, including Applovin (APP), HubSpot (HUBS), and Snap (SNAP). Ali Mogharabi says he's keeping an eye on how tech companies issue guidance this earnings season, along with assessing whether automation or productivity is a priority to be more competitive. He favors larger companies with wider reach in e-commerce and high cash flow, naming Amazon (AMZN) as the model to follow.