AMZD

The Nvidia pullback doesn't change my long-term view. A 5% drop after such a massive rally is normal, especially before the Fed decision and a week packed with Big Tech earnings. Markets are simply repricing risk, not abandoning the AI story.

I'm watching the memory sector even more closely. If SK Hynix and other memory names continue to sell off despite solid fundamentals, I'll see it as a chance to gradually add rather than panic. Demand for HBM and AI infrastructure still looks strong over the next few years.

For me, this week is all about execution. The Fed, Microsoft, Meta, Apple and Amazon earnings will matter far more than one day's price action. If the AI investment thesis remains intact, I'll stay patient and keep buying quality names on weakness.