u/TopAstronomera

Right now the whole world is waiting for NVDA earnings Some people are selling stocks based on old experiences thinking every NVDA earnings report leads to a market selloff But there are also investors like me who aggressively bought stocks today after the market opened

I strongly believe NVDA can once again hold up this market and lead another wave higher across servers storage optical communications and semiconductors Here are the stocks I bought today after the open MU、 CRDO、 ALAB、 AVGO and SMCI

If NVDA delivers another strong earnings report I believe these five stocks could see the biggest upside reaction

MU because HBM memory demand keeps exploding with the Blackwell rollout

AVGO because spending on AI networking and infrastructure keeps rising

CRDO because it’s heavily tied to AI cluster interconnects and has huge upside volatility

ALAB because it’s become one of the hottest names inside the NVDA ecosystem

SMCI because it’s one of the purest AI server plays benefiting directly from Blackwell deployment momentum

The biggest thing the market wants to hear is simple “Blackwell demand still exceeds supply”

If Jensen repeats that message again I believe the entire AI supply chain keeps moving higher

Do you guys think my strategy is too risky or do you have better ideas and suggestions

Hey, Apple went beast mode again last night, and today it could easily hit a new all-time high!

Beating earnings expectations for several quarters in a row, this company is really showing off. Tim Cook is stepping down soon with John Ternus taking over, but I’d bet Apple’s stock isn’t done climbing yet

Every new iPhone sets the trend, and with AI, services, and its hardware ecosystem, Apple is basically covering all angles. The market will eventually see its true value

Technically, it’s full of bullish signals, rising volume, strong price action, and a new all-time high right in front of us. AAPL never lets down its believers. It’s not just a tech giant; it’s a signal for tech stocks to move up

AAPL is surging today, and it could very well break its historical record. Not investment advice, just my view on the stock

Everyone knows that Tim Cook will step down on September 1, 2026, with John Ternus taking over. There’s no denying Tim Cook’s contributions to AAPL. Lately, some people have been throwing out strange signals, claiming he’s made Apple a joke, but they forget he’s taken AAPL to become one of the most successful and profitable companies on the planet.

Some critics say Apple isn’t innovative, but every year the new iPhone sets the direction for the entire smartphone industry. Steve Jobs created Apple, but Tim Cook took it to greatness. With Tim Cook stepping down soon, I believe the earnings report will be impressive. Apple will let their CEO leave with dignity, and the numbers will reflect that.

As for whether Apple will increase investment in AI, I think it’s inevitable. A great company never strays from the market’s mainstream. Now the question is, will AAPL’s stock react like GOOGL did after its earnings yesterday? Could it jump 7%? We’ll just have to wait and see