Jeffrey Small sees an elevated risk of a correction in the coming weeks, as he outlines risks on both the macro and micro fronts. As for Nvidia (NVDA) earnings, he expects the company to beat and raise. While the Mag 7 giant has traditionally sold off after the report, Jeffrey sees a rally happening this time around. He offers his bull cases in Microsoft (MSFT) and Alphabet (GOOGL) due to AI anchoring future growth prospects.