I choose A: The AI & Semi Valu

I choose A: The AI & Semi Valuation Purge - A Healthy Reset. This selloff looks more like a valuation purge than a structural collapse.

AI & Semiconductors have been priced for perfection for months. Software multiples stretched. Anything with AI automation got a premium.

Anthropic drops new legal work flow automation tools. Suddenly the market realises that AI isn't just enabling software. It is competing with it. That's enough to trigger a sentiment shock, not a structural trend reversal.

This is what a healthy reset looks like: Excess froth gets burnt off. Momentum traders exit. Funds rebalance. Strong companies get cheaper. Weak companies get exposed.

Beneath the chaos, opportunities are quietly starting to brew.

Why not B: Structural Trend Reversal? We are not seeing earnings collapsing. Demand isn't evaporating. Cloud, Cybersecurity & enterprise spend remain intact.

Why not C: Defensive Pivot. Tech is still the engine of global growth.

@Tiger_comments

Bitcoin Bloodbath to $60K: Bottom In or More Pain?

Bitcoin plunged 12% on Thursday to a 16-month low near $60,000, before rebounding toward $65,000 as global risk assets sold off. Liquidation data underscore the stress: $1.7B in crypto long positions were wiped out in 24 hours, with roughly 400,000 traders forced out, according to Coinglass. The move suggests a classic deleveraging wave rather than a single-asset shock, tightening liquidity across the complex. Is this capitulation signaling a tradable bottom? Does macro-driven risk aversion mean Bitcoin’s downtrend still has room to run?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Software multiples stretched.&nbsp;&nbsp; Anything with AI automation got a premium.\nAnthropic drops new legal work flow automation tools.&nbsp; Suddenly the market realises that AI isn't just enabling software.&nbsp; It is competing with it.&nbsp; That's enough to trigger a sentiment shock, not a structural trend reversal.\nThis is what a healthy reset looks like: Excess froth gets burnt off.&nbsp; Momentum traders exit.&nbsp; Funds rebalance.&nbsp; Strong companies get cheaper.&nbsp; Weak companies get exposed.\nBeneath the chaos, opportunities are quietly starting to brew.\nWhy not B: Structural Trend Reversal?&nbsp; We are not seeing earnings collapsing.&nbsp; Demand isn't evaporating.&nbsp; Cloud, Cybersecurity &amp; enterprise spend remain intact.\nWhy not C: Defensive Pivot.&nbsp; Tech is still the engine of global growth.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/006a1dca56fa681445528530a5d64960\"></t-t></body></html>","text":"I choose A: The AI & Semi Valuation Purge - A Healthy Reset. 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