Market is heading into a catalyst-heavy week.
US equities remain strong, with the Nasdaq pushing toward record levels as softer labor data continues to reduce expectations for another Fed hike.
Key things I’m watching:
→ $NVDAB remains in focus after reclaiming leadership in semiconductors.
→ $AVGOB is getting attention as AI infrastructure financing and custom-chip demand continue to grow.
→ $MUB remains one of the strongest AI-memory plays, with HBM demand and tight supply supporting the longer-term outlook.
→ $MRVL Investor Day could bring fresh signals on custom XPUs, connectivity and AI infrastructure spending.
→ $TSLA is worth watching after its Q3 delivery beat, especially with AI and Optimus remaining major themes.
Biggest macro catalyst is the September FOMC minutes. Markets will be looking for clues on inflation, employment and the probability of another October hike.
My approach this week: stay selective, wait for confirmation and trade the volatility rather than chase the first move.
US equities remain strong, with the Nasdaq pushing toward record levels as softer labor data continues to reduce expectations for another Fed hike.
Key things I’m watching:
→ $NVDAB remains in focus after reclaiming leadership in semiconductors.
→ $AVGOB is getting attention as AI infrastructure financing and custom-chip demand continue to grow.
→ $MUB remains one of the strongest AI-memory plays, with HBM demand and tight supply supporting the longer-term outlook.
→ $MRVL Investor Day could bring fresh signals on custom XPUs, connectivity and AI infrastructure spending.
→ $TSLA is worth watching after its Q3 delivery beat, especially with AI and Optimus remaining major themes.
Biggest macro catalyst is the September FOMC minutes. Markets will be looking for clues on inflation, employment and the probability of another October hike.
My approach this week: stay selective, wait for confirmation and trade the volatility rather than chase the first move.