The analyst predicts a September rate cut due to payroll revisions and gives some key dates to watch, September 5th for the unemployment rate and non-farm payrolls, and September 11th for inflation data. The analyst gives a warning to be careful with SEMIS and suggests that tech, semis, and AI stocks are near the top of the evaluation bubble which could cause a pullback. It is infered that August non-farm payroll print below 100k new jobs would seal a September rate cut. It is inferred the NVIDIA is going to decline with a target of 400.