In anticipation of NVDA earnings report, I bought a lot of stock.

Right now the whole world is waiting for NVDA earnings Some people are selling stocks based on old experiences thinking every NVDA earnings report leads to a market selloff But there are also investors like me who aggressively bought stocks today after the market opened

I strongly believe NVDA can once again hold up this market and lead another wave higher across servers storage optical communications and semiconductors Here are the stocks I bought today after the open MU、 CRDO、 ALAB、 AVGO and SMCI

If NVDA delivers another strong earnings report I believe these five stocks could see the biggest upside reaction

MU because HBM memory demand keeps exploding with the Blackwell rollout

AVGO because spending on AI networking and infrastructure keeps rising

CRDO because it’s heavily tied to AI cluster interconnects and has huge upside volatility

ALAB because it’s become one of the hottest names inside the NVDA ecosystem

SMCI because it’s one of the purest AI server plays benefiting directly from Blackwell deployment momentum

The biggest thing the market wants to hear is simple “Blackwell demand still exceeds supply”

If Jensen repeats that message again I believe the entire AI supply chain keeps moving higher

Do you guys think my strategy is too risky or do you have better ideas and suggestions