GTC, Fed, and Micron earnings this week, what's on your watchlist
u/kelipusi ·
Reddit — r/stocks
· March 15, 2026 at 21:19
· ⬆ 26 pts
· 💬 27 comments
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doing my weekly planning and honestly this week is gonna be wild.
GTC starts monday, jensen huang keynote 2pm ET. been waiting for vera rubin details for a while now. if the GPU specs are as good as the leaks suggest this could send the whole sector. wednesday is fed (probably hold but the dot plot is what actually matters imo) and $MU earnings which should tell us a lot about where AI infra spend is actually going.
last week was brutal for semis. nasdaq below the 200 day SMA now which is not great. I've been tracking a bunch of these names with some scoring stuff i built and everything is showing bearish mid-term but still bullish long on $NVDA*, $*AMD and $AVGO. hard to be patient but thats what the data says.
anyone else positioned for GTC or are you waiting for the fed first?