JJ Kinahan says falling volatility is signaling growing market confidence as the Nasdaq posts a sharp rally. He highlights strong retail dip‑buying and heavy options activity in Meta Platforms (META) and Nvidia (NVDA) ahead of a major earnings week featuring META, Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL). Kinahan also points to Exxon Mobil (XOM) and Chevron (CVX) earnings as key reads on geopolitical risk and its broader market impact.