D. Wait for confirmation.
After such a sharp move, I would rather see whether earnings, Treasury yields and fund flows confirm a genuine change in trend before chasing either the sell-off or rebound. AI and semiconductor valuations remain demanding, but strong earnings and cash-flow growth could quickly restore confidence.
I am watching semiconductor ETFs most closely, particularly SOXX. If chip earnings remain resilient while Treasury yields stabilise and institutional flows return, I would view the correction as a potential opportunity. If yields keep rising and earnings expectations weaken, there could still be more downside ahead.
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