I think the stronger-than-expected jobs report is the bigger concern for the overall market this week. A resilient labou…

I think the stronger-than-expected jobs report is the bigger concern for the overall market this week. A resilient labour market could give the Fed less reason to cut rates, while persistent inflation may keep Treasury yields elevated and put pressure on growth and AI stocks. I will be watching Tuesday's CPI closely because I believe inflation and interest rate expectations will have a greater impact on market direction than a single economic report. Even though semiconductor stocks have rebounded, I am not rushing to chase the rally.

Regarding Nvidia, the board investigation and Jensen Huang headlines may create some short-term uncertainty, but I would not change my long-term AI investment thesis based on headlines alone. Nvidia remains a key player in the AI ecosystem, although leadership and governance risks should not be ignored. I am more focused on whether AI investments can translate into sustainable revenue and earnings growth. For now, I prefer to stay disciplined, keep some cash reserves and accumulate quality companies gradually during meaningful pullbacks rather than react emotionally to market volatility.