I’m glad to see $NVIDIA(NVDA.US) finally break its seven-day losing streak, but tonight’s earnings still feel like a major test. The market already expects near-perfection, so even strong numbers may not be enough if guidance or AI demand falls short of sky-high expectations.

I’m staying cautiously optimistic and watching the forward outlook more than the headline EPS. If Nvidia delivers another strong beat with solid guidance, I think this could be the catalyst for the broader AI trade to regain momentum.

I also think the reaction will be just as important as the numbers themselves. With AI expectations still extremely high, I’m prepared for some volatility either way, but I’d view any knee-jerk weakness with strong fundamentals as another opportunity to accumulate.