Honestly, when I see a sudden broad-based sell-off like this — tech sliding, rate-cut odds shrinking, and names like Tesla and Palantir dropping 7% — my first reaction isn't panic. It's to step back and ask whether the fundamentals of my long-term positions have actually changed. Most of the time, the answer is no. These kinds of "mini Black Friday" moments happen when macro sentiment shifts abruptly, not because every company suddenly became 7–14% worse overnight.
For stocks I already believe in — the ones I've researched and planned entry levels for — a sharp dip actually gets my attention. But I still won't buy blindly. I look for whether the pullback is simply fear-driven or whether new fundamental risks have emerged. If it's just the market reacting emotionally to rate expectations, then dips often become opportunities to improve my cost basis, especially for names I'm already accumulating.
So will I buy this dip? I might, but selectively. I'm not chasing everything that's down; I'm focusing on the companies I truly understand and already planned to accumulate — the "punch card" approach. Volatile days like this remind me that conviction matters more than headlines, and if the setup matches my long-term thesis, I'll take advantage of the discount rather than fear it.
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