On the Fed side, I think the removal of forward guidance under Kevin Walsh increases uncertainty rather than reducing it. I’m staying more selective with sizing and holding some dry powder, since policy-driven volatility could rise through the summer.
For NVDA, I’m still long-term constructive but aware expectations are extremely high. Even a strong beat could see “sell the news” near term, though any pullback would likely be more of an entry opportunity if AI demand guidance stays strong.
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