My stance is to buy the businesses, not the falling prices. Thursday's sell-off may have created opportunities, but a 10% correction does not automatically make AI stocks undervalued.
I would rank the four differently. NVDA and TSM remain my preferred names because their businesses are tied to actual chip demand and infrastructure deployment. MSFT deserves attention for its ability to monetize AI through existing cloud and software customers. CRWV is more speculative because financing costs, debt obligations and capacity utilization can quickly change its investment thesis.
The bigger issue is that AI's long-term potential is not in question; the speed of monetization is. Investors previously rewarded spending, but now demand proof of returns.
My strategy: Scale into quality companies gradually, keep cash available, and wait for earnings and cash flow to validate the recovery. Don't confuse a falling stock with a bargain.
@Capital_Insights [微笑]
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