PawsAndProfits
07-08 10:56

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

Well said by this author. A good stock from an excellent company might turn sour when an investor buy in at the wrong place, wrong time. So always remember do not follow the "herd" mentality, do your own deligence to research and develop your own conviction. One said AI is the next big thing and everyone should buy in does not mean you should too. 

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

Markets Rotate: Defend or Buy the Tech Dip?
The Nasdaq 100 fell 1.73% while the Dow surged nearly 590 points to a record high, after June nonfarm payrolls added only 57,000 jobs — a sharp miss that triggered a mass rotation out of AI capex beneficiaries and into Dow value stocks. Semiconductors, optical networking names, and Meta were all sold off, with defensive assets and rate-cut beneficiaries emerging as new destinations. Following yesterday's hardware-to-software shift, today's rotation escalated into a full AI capex-to-value pivot — will you follow this move?
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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