Marley Kayden reflects Nvidia's (NVDA) brutal day Thursday, where it recorded its second largest one day loss that plunged the stock below its 200-day moving average. She summarizes several takes on this dip, including how many view this as a buying opportunity for the stock ahead of earnings even as caution on the AI buildout speed persists. Dan Deming offers an example options trade for Nvidia amid Friday's "twitchy" trading session.