The February 2026 STAX report was "bucking the trend" of markets with bullish sentiment in Charles Schwab traders compared to a more bearish Wall Street. Joe Mazzola says clients bought Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN) and other Big Tech stocks on pullbacks while other investors ran away from them. Similarly, Schwab investors sold energy while others bought. Joe points to telecom stocks like Verizon (VZ) and AT&T (T) as some of the most sold.