I think the AI growth story remains intact, but I am becoming more selective with my investments.
$Advanced Micro Devices(AMD)$ nearly 100% data centre revenue growth is encouraging, while Arista and PLTR also show strong AI demand. However, I do not want to chase AI stocks blindly. Profit margins, free cash flow and sustainable earnings matter just as much as revenue growth.
Tonight, I will be watching Coherent and Arm closely for signs of continued AI infrastructure demand. With political uncertainty and interest-rate expectations still affecting sentiment, I prefer to stay disciplined rather than react emotionally to market swings.
My priority remains patience, diversification and consistent DCA. I am bullish on AI long term, but not every AI-related company will be a winner. Ultimately, I believe companies that turn strong demand into sustainable profits and cash flow will outperform those relying on growth expectations alone.
@Tiger_comments @TigerStars @TigerClub
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