πππAI euphoria and AI phobia are just 2 costumes worn by the same actor - human emotion. The underlying technology didn't suddenly become useless. The demand for compute didn't evaporate overnight. The memory supercycle didn't reverse itself because a few analysts got nervous.
What changed was sentiment , not fundamentals.
So what should investors do?
Revisit your thesis, not the headlines. If your conviction was built in real demand -data centers, chips, memory, infrastructure, enterprise adoption, then a sentiment swing is noise, not a thesis breaker.
I will continue to dollar cost average into my favourite tech stocks $Alphabet(GOOG)$ $NVIDIA(NVDA)$ as this is the best time to go bargain hunting.
AI isn't going away. But the market? It will continue to swing like a pendulum. My job is not to swing with it. My job is to hold my conviction and let the noise pass like a storm that will soon pass.
@Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger
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