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NVDA Earnings Trap? The AI Rotation into SNOW & Thursday's Key Levels

14 min ยท 21. maj 2026
episode NVDA Earnings Trap? The AI Rotation into SNOW & Thursday's Key Levels cover

Description

Here is the trade setup for the Thursday open. The market is navigating a "Post-Nvidia Hangover" as the street digests a massive earnings beat against a potential liquidity trap. We are tracking a critical rotation from hardware into software as yields pin the macro tape. Stocks to Watch: ๐Ÿš€ NVDA - Watching the $162.50 bull case vs. profit-taking risk. โ„๏ธ SNOW - Surprise revenue beat signals the second wave of AI. ๐Ÿ›’ WMT - Consumer resilience test following Q1 earnings. โœˆ๏ธ BA - Regulatory friction continues with fresh FAA audits. ๐ŸŽ AAPL - Front-running AI-at-the-edge catalysts. The Levels: ๐Ÿ”” S&P 500 (/ES): Support 7,370 | Resistance 7,485 ๐Ÿ”” Nasdaq 100 (/NQ): Support 21,150 | Resistance 21,800 ๐Ÿ“ˆ Macro Pivot: The 10Y Yield at 4.60% is the line in the sand for tech. Content is for informational and educational purposes only. Market data may be subject to platform delays. This is not financial advice.

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