A $1.3T wipeout grabs headline-To The Moon - Tiger Brokers Online Investing Community - To The Moon

A $1.3T wipeout grabs headlines, but it doesn't automatically mean the AI story is broken. The market had become extremely crowded, valuations were stretched, and stronger-than-expected jobs data reduced hopes for near-term rate cuts. That combination was enough to trigger a sharp repricing.

The key question is whether AI demand is slowing. So far, hyperscaler capex, data centre buildouts, and AI infrastructure spending remain intact. If earnings and spending plans hold up, this may prove to be a valuation reset rather than the start of a fundamental downturn.

As for the SpaceX IPO, capital could rotate temporarily, but long-term liquidity is driven far more by monetary policy and corporate earnings than a single listing.

Personally, I would be far more interested in buying quality names after a 20-30% correction than chasing them at euphoric highs. Panic selling after a large decline has rarely been a winning strategy, but neither is blindly buying every dip. The next few earnings reports will matter more than a single brutal trading day.

For now, I'm watching fundamentals, not headlines. Is this a bear market, or simply the price of admission for the next leg of the AI cycle?

US-Iran Deal Sends Dow to Record High: Bull Market Fully Back?

The Nasdaq QQQ surged 3.14% and the Dow Jones hit an all-time high, as a triple catalyst of U.S.-Iran deal, peace expectations, and SpaceX optimism drove broad risk-on buying. Semiconductors led — SOXL +16.12%, AMD +6.98%, Nebius +11.93% — completely erasing last week's epic deleveraging panic. Yet skeptics warn "the world thinks the war is over, but it isn't," and that "every concern about the AI trade is real, just not yet a catalyst." From crash to euphoria in a single week — will you go all-in, or keep some powder dry in case the mood turns?

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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