Lately, Nvidia continues to stand out as one of the most important drivers of sentiment in the US equity market, largely due to its central role in AI infrastructure.

What makes Nvidia interesting is not just short-term price movement, but the structural demand behind its products. The expansion of data centers, increasing AI workloads, and continued investment from major tech companies all contribute to a long-term growth narrative that remains intact despite volatility.

From a trading perspective, NVDA often acts as a “risk appetite indicator.” When liquidity flows into growth stocks, Nvidia tends to lead. When risk-off sentiment increases, it usually corrects faster than the broader market, making it a key name to watch for overall market direction.

My focus remains on structure, trend continuation, and reaction at key liquidity zones rather than predicting exact tops or bottoms.

Do you think AI-driven stocks are still in the early phase of this cycle or already mature?

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