I’m leaning toward selectively buying the rebound instead of chasing it aggressively. The pullback in oil is a positive for growth stocks because it eases inflation and rate concerns, but I think this relief rally still needs confirmation from the Fed and this week's Big Tech earnings.

What excites me more is Nvidia's continued commitment to AI infrastructure. Whether it's supporting OpenAI's massive data center financing or investing in NAVER, it reinforces my long-term conviction that AI spending is far from over. That's why I'm still more bullish on semiconductors and AI infrastructure than on short-term market swings.

For me, Microsoft, Meta, Amazon and SK Hynix will be the key reports this week. If they can show that AI investments are translating into stronger revenue and sustainable demand, I'll be comfortable adding to my AI and semiconductor positions. Otherwise, I'll stay patient and wait for better entry points.