I think tonight's CPI is the biggest catalyst of the week. I'm not convinced the Fed will rush into another rate hike based on one inflation report, but if core CPI surprises to the upside, markets could quickly reprice expectations. I'd rather stay patient than make emotional trades based on headlines.

The recent sell-off in AI and semiconductor stocks doesn't change my long-term view. Higher oil prices and geopolitical risks can create short-term volatility, but I see them as opportunities to gradually add to quality companies with strong earnings and durable AI demand instead of chasing rallies.

For now, I'm keeping some cash available while staying invested in my highest-conviction positions. If inflation cools, growth stocks could rebound quickly. If it stays hot, I'll continue using market weakness to accumulate great businesses at better prices. Staying disciplined has always worked better for me than trying to predict every Fed move.