The Middle East suddenly cools down, and the market breathes a sigh of relief. WTI drops below $80, U.S. Treasury yields pull back, and funds flow back into AI hardware. NVIDIA ends its seven-day losing streak, with storage and optical communications also rebounding collectively. But tonight, NVIDIA's earnings report is the real stress test: the market already assumes the results will be great. The question now is, is 'great' good enough? After several quarters of 'post-earnings drop,' can NVIDIA break the curse this time?