This was definitely an interesting week in the market.

Aside from the big shift in Tariff picture, with the President's plans being blocked in court, the biggest new this week was Nvidia's (NVDA) earnings report.

It was strong considering all the challenges in China. But it was not amazing, and the stock failed to follow through from the initial thrust higher.

Now the market is at a tricky juncture because the tariff news is truly all over the place again.

Very few stocks are acting special, and we've seen multiple leaders lose momentum - DoorDash (DASH), Uber (UBER), and CoreWeave (CRWV) to name just a few.

Since the news flow is so unpredictable, my game plan is to focus on the levels.

I want to see these prices hold now:

• SPY: $586
• QQQ: $517
• IWM: $203.50
• Bitcoin: $104,000
• Nvidia: $137.90

If these levels hold, the market can stay intact and perhaps even rally.

If they break, then there is serious risk of more danger ahead.

The good news is that this current digestive/consolidation period might give us some better setups in the week ahead.

But be careful out there.

Now let’s talk about our current names:

WeRide (WRD): this is a classic, fast-moving "buy dips and sell rips" name. If the market holds in, I expect this name to lead. It had a nice move off the opening lows today, so that's a good sign.

Alphabet (GOOGL) came out of nowhere to shock the doubters with last week's successful I/O AI event. While it's not quite acting special, it does look better than most big tech names. We'll stay with it for now.

Amazon (AMZN) has not been doing a whole lot, but like GOOGL, it's hanging in there. It might take some time for this to work.

Enjoy your weekend!

-Scott