For my portfolio, I will be watching NVDA, $Micron Technology(MU)$ and NBIS closely. Nvidia’s relative resilience is encouraging, while memory stocks face both valuation pressure and concerns about future competition. For NBIS, I still believe in the long-term opportunity, but financing risks and the path to positive cash flow cannot be ignored.
Ultimately, I believe this earnings season will separate companies with genuine AI monetization from those relying heavily on future expectations. I will stay disciplined, avoid panic selling, and look for solid fundamentals and technical support before adding to positions. Consistency over noise!
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