The analysis discusses that despite recent concerns about NVDA, the narrative around AI being the biggest structural change still holds, but Q3 guidance is key, and in any case there is the possibility for it going up dramatically after reporting on Wednesday after close. In addition to this, analysis indicates that financials, tracked via XLF ETF, present an interesting investment opportunity. The financials benefit from AI, but they are trading like cyclical stocks and should re-rate higher. The implied target for the NVDA is $250 and the implied target for the XLF is $65.