I think the main focus this week will definitely be NVIDIA’s
$NVIDIA Corp(NVDA)$ earnings. With all the debate around AI demand, their results could set the tone not just for semiconductors but the whole AI basket. A strong beat and guidance would revive confidence and lift related names, while any weakness could spark a sector-wide pullback.
My trade idea is to watch AI-linked names that usually move with NVIDIA, like AMD $Advanced Micro Devices(AMD)$ and Super Micro $SUPER MICRO COMPUTER INC(SMCI)$ . If earnings surprise to the upside, I’ll ride the momentum. But I’ll also stay cautious — maybe hedge with options, since valuations are stretched and profit-taking risk is high.
Overall, I see this week’s market trend being directed more by NVIDIA than macro headlines. If results fuel the AI rally, I’ll lean into growth plays; if not, I’ll pivot to defensive sectors until sentiment steadies.
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