Hey everyone, U.S. stocks opened on 10/19 with a tech stock rebound. The S&P 500 and Nasdaq opened higher, while the Dow edged lower. The market has not yet strengthened across the board, and earnings will still need to address last week’s concerns about returns on AI investments.

Today, I’ll be paying particular attention to stocks in these areas👇

📌 $MU /SNDK: Both stocks rebounded premarket. The key is whether they can hold their gains after the open and whether buyers step in on pullbacks. Don’t rush to treat a rebound after a steep drop as a trend reversal.

📌 SK Hynix: Its U.S.-listed stock also rose premarket. I’ll continue tracking HBM demand and competition from China, using price and volume action to gauge its strength.

📌 $NVDA /AMD: The stock recovered premarket. NVIDIA’s European event this week is also worth watching to see whether new developments can boost order and earnings expectations.

📌 $META : This week’s earnings are a key focus. I’ll look at the scale of AI investments, revenue growth, and cash flow to see whether they can ease market concerns about excessive spending.

In terms of trading, I’ll first watch whether the tech stock rebound spreads to more sectors today. If prices and volume hold up after a higher open, I may consider scaling in with a small position. If gains quickly fade, I’ll stay on the sidelines and avoid going all-in on both memory and AI cloud stocks, keeping room to adjust after earnings😎 #韓國KOSPI開盤暴跌3.17%