Excellent point. I think we’re

Excellent point. I think we’re entering a stock-picker’s market, not necessarily the end of the bull market.

The biggest risk isn’t simply higher interest rates; it’s the gap between AI expectations and actual earnings delivery. Companies trading on future potential will face greater scrutiny, while those converting AI investment into measurable revenue, margins and free cash flow should stand out.

One thing I’d add: watch the 10-year Treasury yield closely. If yields continue climbing, even outstanding businesses can experience valuation compression.

My strategy? I wouldn’t abandon AI or blindly buy the dip. I’d favour quality balance sheets, proven cash generation and sustainable growth. NVIDIA remains an important player, but price discipline matters.

The next phase may reward earnings execution over AI hype. That’s where the real opportunities could emerge. 🐯

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I think we’re entering a stock-picker’s market, not necessarily the end of the bull market. \n \n \n \nThe biggest risk isn’t simply higher interest rates; it’s the gap between AI expectations and actual earnings delivery. Companies trading on future potential will face greater scrutiny, while those converting AI investment into measurable revenue, margins and free cash flow should stand out. \n \n \n \nOne thing I’d add: watch the 10-year Treasury yield closely. If yields continue climbing, even outstanding businesses can experience valuation compression. \n \n \n \nMy strategy? I wouldn’t abandon AI or blindly buy the dip. I’d favour quality balance sheets, proven cash generation and sustainable growth. NVIDIA remains an important player, but price discipline matters. \n \n \n \nThe next phase may reward earnings execution over AI hype. That’s where the real opportunities could emerge. 🐯</body></html>","htmlText":"<html><head></head><body>Excellent point. I think we’re entering a stock-picker’s market, not necessarily the end of the bull market. \n \n \n \nThe biggest risk isn’t simply higher interest rates; it’s the gap between AI expectations and actual earnings delivery. Companies trading on future potential will face greater scrutiny, while those converting AI investment into measurable revenue, margins and free cash flow should stand out. \n \n \n \nOne thing I’d add: watch the 10-year Treasury yield closely. If yields continue climbing, even outstanding businesses can experience valuation compression. \n \n \n \nMy strategy? I wouldn’t abandon AI or blindly buy the dip. I’d favour quality balance sheets, proven cash generation and sustainable growth. NVIDIA remains an important player, but price discipline matters. \n \n \n \nThe next phase may reward earnings execution over AI hype. That’s where the real opportunities could emerge. 🐯</body></html>","text":"Excellent point. I think we’re entering a stock-picker’s market, not necessarily the end of the bull market. The biggest risk isn’t simply higher interest rates; it’s the gap between AI expectations and actual earnings delivery. Companies trading on future potential will face greater scrutiny, while those converting AI investment into measurable revenue, margins and free cash flow should stand out. One thing I’d add: watch the 10-year Treasury yield closely. If yields continue climbing, even outstanding businesses can experience valuation compression. My strategy? I wouldn’t abandon AI or blindly buy the dip. I’d favour quality balance sheets, proven cash generation and sustainable growth. NVIDIA remains an important player, but price discipline matters. The next phase may reward earnings execution over AI hype. That’s where the real opportunities could emerge. 🐯","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/628171264127648","repostId":0,"isVote":1,"tweetType":1,"viewCount":3,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":747,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/628171264127648"}