While Trump’s record-low approval rating after the first 100 days has made headlines, history shows that political noise doesn't always derail market momentum.Why stability is still possible in Q2:Policy Over Politics: Markets care more about policy outcomes than popularity. If tax cuts, deregulation, or infrastructure spending move forward, investors will stay focused on earnings growth.Resilient Earnings: Corporate profits remain strong, and many companies have issued upbeat guidance for the next quarter.Liquidity Support: The Fed remains relatively accommodative, and global liquidity is still fueling risk appetite.Short-term volatility might spike around political headlines, but fundamentally, Q2 could remain stable — especially for major indices.
$NVIDIA(NVDA)$ The headlines sound exciting — Nvidia (NVDA) ramping up U.S. investment after a White House invite — but don’t ignore the risks under the surface.Higher Costs: Building and operating in the U.S. is significantly more expensive than in Asia. Margins could take a hit.Execution Challenges: Talent shortages, regulatory red tape, and supply chain bottlenecks in the U.S. could slow Nvidia’s ambitions.Political Overhang: Closer government ties could also mean closer scrutiny — think antitrust pressures or export restrictions.In short: While the optics are positive, investors should stay grounded. A bigger U.S. footprint could weigh on Nvidia's profitability before it boosts it.
$NVIDIA(NVDA)$ Nvidia (NVDA) being invited to the White House signals just how crucial the company has become to U.S. strategic interests.If Nvidia ramps up investment domestically, it could reshape the entire tech supply chain:AI Sovereignty: U.S. dominance in AI hardware could strengthen, reducing reliance on overseas manufacturing (think Taiwan, South Korea).Massive Capital Inflows: Expect more data centers, fabs, and AI hubs in the U.S., pulling talent and capital toward Nvidia-led ecosystems.Policy Tailwinds: With government backing, Nvidia might access incentives, grants, and fast-tracked approvals that turbocharge its growth.Bottom line: This isn't just good for NVDA stock — it's a potential turning point for U.S. tech leadership on the glo
$Palantir Technologies Inc.(PLTR)$ Despite 5 strong days, I’m cautious about Palantir (PLTR) making a clean run to new highs before earnings.Reasons for concern:Valuation Risk: PLTR is trading at a steep premium (over 20x sales), meaning any slight earnings miss could trigger a harsh selloff.High Expectations: The market is pricing in massive growth from AIP and AI services; if results or forward guidance disappoint, momentum could reverse sharply.Macro Pressure: Broader market volatility and concerns about tightening financial conditions could weigh on high-beta names like Palantir. While short-term traders are driving the price higher, sustainably breaking and holding above its previous all-time high may require a very strong catalyst.
$Meta Platforms, Inc.(META)$$Microsoft(MSFT)$$SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$ With both Meta (META) and Microsoft (MSFT) set to report earnings soon, I believe they are positioned to not only beat expectations but also spark a positive rally in the broader market.Here’s why:Meta has aggressively cut costs and improved operational efficiency over the past year. Combined with its strong leadership in digital advertising and growth in Reels and AI-driven ad tools, there’s a good chance revenue and margins will surprise on the upside.Microsoft continues to dominate in both cloud (Azure) and AI infrastruct