Market sentiment warms up, opportunities and games before Intel's earnings report

After the market opened today, most stocks showed some gains, which seems more like a recovery adjustment after yesterday's decline.

Currently, the stocks with good gains include $Intel(INTC.US) , $AMD(AMD.US) , and data storage $Sandisk(SNDK.US) , MU, as well as nuclear energy sector stocks like OKLO and SMR.

Intel will release its new earnings report after the market closes tomorrow, and market expectations are optimistic. There is a bullish sentiment regarding whether it can break through previous highs. In my view, driven by post-earnings sentiment, reaching the $65 level is quite possible, but breaking new highs still faces some pressure and requires momentum.

It should be noted that if the market has already priced in most of the positive news before the earnings report, a short-term pullback risk still exists if the report or guidance fails to exceed expectations. Therefore, position sizing and risk control remain crucial when participating.