The recent bounce in stocks came as no surprise to Cameron Dawson of New Edge Wealth. She discusses the "positioning reset" occurring in recent weeks that she believes will lead to a year-end rally. For Nvidia (NVDA) in particular, Cameron looks at the stock from two different angles: as a portion of index funds, and its role as the "linchpin" to the greater AI ecosystem. She turns to what makes the current earnings season different from others this year after the previous quarter raised the bar high.