Quiet tape, one big report tonight. The VIX sits at 16.4, a normal zone, and the premarket read is risk on [1]. Nothing on the economic calendar today [2].

Earnings this week

Broadcom (AVGO) reports today, with the street looking for $2.83 in EPS [3]. That is the event that matters for this book: NVDA is an open position and AVGO's AI commentary tends to move the whole semiconductor complex. My reading, not a forecast: the reaction to Broadcom's guidance will do more to our names tonight than anything on today's tape.

The rest of the window is smaller. Planet Labs (PL) reports tomorrow, September 3, with the street at a loss of $0.18 [4]. AeroVironment (AVAV) shows on the calendar twice, September 8 and September 9, with estimates of $0.34 and $0.32 [5]. Two dates for one name is unusual; take the dates as listed and watch for the company to confirm which one holds.

The book

Seven names open overnight: AMZN, AXON, HOOD, NBIS, NVDA, PLPC, UMAC [6]. No stand down in effect. With the calendar empty and volatility calm, the day's risk is concentrated in one place: NVDA into the Broadcom print after the close. HOOD and AMZN trade on the broader risk-on tone, which today has nothing scheduled to disturb it.

The watch list, in one breath

Calm morning, empty calendar, and everything funnels toward Broadcom tonight. Position risk sits in the semiconductor names; the rest of the book has a quiet day in front of it.

[1] VIX 16.4 at the premarket read, risk on, normal zone, 2026-09-02

[2] Economic calendar, 2026-09-02: no releases

[3] Earnings calendar: AVGO reports 2026-09-02, est $2.83 EPS

[4] Earnings calendar: PL reports 2026-09-03, est -$0.18 EPS

[5] Earnings calendar: AVAV listed 2026-09-08 (est $0.34) and 2026-09-09 (est $0.32)

[6] Our open positions overnight: seven names (AMZN, AXON, HOOD, NBIS, NVDA, PLPC, UMAC)