To The Moon

Interesting setup heading into this week. 👀

📉 Tech / AI

The Nasdaq finished lower as semiconductors came under pressure ahead of NVIDIA's earnings.

$NVIDIA(NVDA)$ It’s my main AI watch.

I'm not interested in chasing it before earnings — I want to see whether the numbers and guidance confirm that AI demand is still strong. A strong reaction could bring momentum back into the broader semiconductor sector.

🥇 GOLD MINERS

Gold is the area I'm watching most closely.

Gold has pushed back above $4,600/oz, with concerns around U.S. debt, the dollar and Treasury yields helping drive demand.

My gold watchlist:

$Newmont Mining(NEM)$

$VanEck Gold Miners ETF(GDX)$

⭐ NEM — Newmont ⭐ AEM — Agnico Eagle ⭐ KGC — Kinross Gold ⭐ AU — AngloGold Ashanti ⭐ GFI — Gold Fields ⭐ EGO — Eldorado Gold ⭐ GDX — Gold Miners ETF

Rather than chase whichever miner jumps the most, I'm watching for relative strength + volume + continuation while gold remains strong.

📊 MY PLAN

1️⃣ Watch gold around the $4,600–$4,650 area.

2️⃣ Look for gold miners holding strength while the broader market is weak.

3️⃣ Keep NVDA on watch ahead of earnings rather than trying to predict the result.

4️⃣ Keep position sizes controlled, as PCE and Jackson Hole are capable of moving yields quickly.

🎯 Top watches: NEM • AEM • KGC • NVDA • GDX

Right now, I think gold miners are one of the most interesting momentum groups in the market.

What are you watching — gold 🥇, AI 🤖 or something completely different?

#StocksToWatch #Gold #NVIDIA #NVDA #NEM #AEM #KGC #GDX #Trading #Investing