I’m not running for the exit. -To The Moon - Tiger Brokers Online Investing Community - To The Moon

I’m not running for the exit. I’m treating this as a watchlist moment, not an all-in moment. The AI trade was crowded, rates just got repriced higher, and expectations for semis were stretched. That combination can wipe out a trillion dollars fast. But the long-term AI infrastructure buildout has not disappeared in one session. I’d rather scale in slowly, focus on quality chip leaders, and let the market prove support before adding aggressively. Panic creates opportunity, but only if you keep dry powder.

Oil Breaks $100: When Will the AI Selloff End?

As tech sold off, investors rotated into defensives: PG gained 5.58%, KO 2.87%, LLY 2.83%, WMT 2.82%, COST 1.99%, and Berkshire 1.32%. Bulls cite steadier earnings and stronger balance sheets as AI valuations compress. Berkshire’s roughly $360B cash position and renewed buybacks, Taylor Morrison deal, and larger Alphabet stake signal capital deployment. Bears warn defensive stocks are extended and could reverse if tech rebounds. What would confirm a lasting shift rather than a one-day flight to safety?

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