I would choose C. I remain bullish on AI infrastructure because slowing frontier-model development does not mean companies will suddenly stop investing in chips, memory, data centers and power. The existing AI workloads still need to be supported, and enterprise adoption is still developing. I would not blindly follow the $315 million options trade either. Even if Leopold is behind it, large funds have different risk tolerance and strategies from retail investors. I see the trade as a useful signal, but not a reason to chase AI stocks after a sharp move. With Triple Witching this Friday, I would expect more short-term volatility. I would rather use any excessive pullback to gradually DCA into strong AI infrastructure names than try to predict every move. For me, the long-term AI story rem

For me, Monday looks more like a rotation than a real change in the AI story. The market is questioning how fast AI training spending can grow, which explains the sharp selloff in memory and semiconductors. But a few comments about slowing frontier AI development are not enough to invalidate the huge AI infrastructure investments already underway. I find the cybersecurity move more interesting. The more AI systems and agents enter production, the more security and monitoring they will need. That makes CRWD and PANW interesting to me, although after such a strong one-day rally, I would rather wait for a better entry than chase. I am also watching the 10-year yield and oil closely because they are more immediate valuation risks. If yields stay near 5%, high-growth AI stocks could face more

For me, $CrowdStrike Holdings, Inc.(CRWD)$ and $Cloudflare, Inc.(NET)$ stand out the most. AI growth is creating more demand for cybersecurity and connectivity infrastructure. CRWD has strong ARR growth and cash flow, while NET benefits from rising AI workloads. I would rather watch these names than chase the energy rally after such a strong run. I am also watching $Marathon Petroleum(MPC)$ and $Valero(VLO

For me, today’s selloff looks more like a repricing than a sign that the AI cycle is over. If frontier model development slows, I think AI spending could simply shift from training the next massive model toward inference and deploying existing models at scale. I am especially watching AI agents and inference demand. As companies like Microsoft, Google, Amazon and Meta integrate AI deeper into everyday workflows, the demand for GPUs, HBM, networking and data-center power could remain strong. In some ways, broader inference adoption could create an even wider market than frontier training. That said, I would not ignore valuation risk. If cloud companies start cutting capex while GPU utilization, HBM orders and networking demand weaken together, that would be a much more serious warning. For

For me, Burry closing his Dec 2026 NVDA puts is interesting, but I would not take it as a reason to turn bullish immediately. It suggests even a well-known bear is becoming more selective about the timing of the downside trade while Nvidia’s fundamentals remain strong. I am more focused on Jensen Huang’s US$3–4 trillion AI infrastructure opportunity through 2030. If AI spending keeps expanding across hyperscalers, enterprises, neoclouds and sovereign AI, Nvidia has multiple ways to capture that growth. Its move toward full rack-scale systems and higher-value platforms also increases its exposure to AI capex. That said, I would still watch valuation closely. Strong demand does not mean the stock is cheap. I remain cautiously bullish and would prefer accumulating on meaningful pullbacks rat

For me, 50% is already a very meaningful contribution, and I think AI can maintain a large share of S&P 500 $S&P 500(.SPX)$ earnings growth. The AI cycle is no longer just about chips. It is spreading into cloud, data centres, networking, software and productivity gains. That said, I would not expect AI spending to grow at this pace forever. Oracle shows both sides of the story: huge future demand, but also massive CapEx and cash flow pressure. The market will increasingly reward companies that can turn AI demand into real earnings and cash flow. I remain bullish on AI long term, but I prefer selective accumulation rather than chasing. For me, the next phase is not about who spends the most, but who can turn that spending into sustainab

For me, I would choose A — Hike 25bp. The latest inflation data is too sticky to ignore, especially with core CPI accelerating and oil prices back above US$100. I think the Fed would rather make a small adjustment now than risk allowing inflation expectations to become harder to control later. I would not expect a 50bp hike at this stage because that could create unnecessary pressure on economic growth and financial markets. A 25bp hike would be a more measured approach, while keeping the door open for the Fed to pause if inflation starts cooling again. If the Fed hikes, my pick for the biggest short-term impact is 🤖 AI & tech stocks. Higher rates usually put pressure on high-valuation growth stocks because future earnings become less attractive when discounted at higher rates. I rema

$ServiceNow(NOW)$ I am continuing to DCA into ServiceNow(NOW.US), even after the stock has already recovered from its earlier weakness. My current position is already in profit, but I still believe the bigger opportunity may be ahead. For me, this is not about chasing a short-term rally. It is about accumulating a high-quality enterprise software company while the market is still debating whether AI will destroy SaaS or make it even more valuable. Fundamentally, ServiceNow continues to deliver. Q2 2026 subscription revenue grew 24.5% year over year to roughly $3.88 billion, while current remaining performance obligations reached $13.2 billion, up 21%. The company also raised its 2026 subscription revenue outlook to around $15.76–$15.78 billion

I think Kioxia’s potential U.S. listing is interesting because it could give NAND and enterprise SSDs much more visibility among global AI investors. AI is not only driving HBM demand anymore. The massive growth in data, inference and AI workloads also means storage is becoming an increasingly important part of the infrastructure. For me, this makes $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ particularly interesting to watch, although their exposure is different. I am especially watching whether enterprise SSD demand and NAND pricing can remain strong as AI data-center spending continues to grow. I still see storage as a cyclical industry, so I would not chase the rally blindly. If AI can struct

I see Burry’s move as risk management, not a change of conviction. Closing the December puts reduces time-decay risk, while his longer-dated puts and short positions show he still has concerns about AI valuations. I remain bullish on AI, PLTR and NVDA, but I understand the valuation risk. Strong growth must continue to catch up with expectations, especially at such high multiples. Personally, I will not change my holdings just because Burry moved. I prefer to follow earnings, growth and guidance, while using pullbacks to accumulate gradually. I will stay patient and let the numbers, rather than headlines, guide my decisions. Even the best investors can be early, so I prefer to make my own plan and trade it. Consistency over noise. 🐯 @

I think the AI power crunch is becoming a very interesting long-term theme. AI growth needs not only GPUs and data centers, but also reliable 24/7 electricity. Nuclear, uranium and fuel cells could all benefit as hyperscalers secure more power capacity. I am especially interested in nuclear and uranium for the mid-to-long term, but I would not chase this rally. Names like $NuScale Power(SMR)$ and $NANO Nuclear Energy Inc(NNE)$ can move very quickly, so I prefer building positions gradually on pullbacks rather than buying after a sharp spike. The fundamental story looks real, but not every stock will win. For me, it is s

If oil above $100 is only a short-term move, I would not be too worried & would instead watch for opportunities in energy stocks. But if oil stays above $100 for a prolonged period, higher inflation could delay rate cuts and put pressure on high-valuation tech & growth stocks. I see energy companies as the most direct beneficiaries, while gold could also benefit from higher inflation & uncertainty. On the other hand, airlines, transportation, consumers and lower-margin businesses could face rising costs. For tech stocks, the bigger risk is not oil itself, but the possibility of rates staying higher for longer. If oil keeps rising, I would not completely change my long-term portfolio. I would simply avoid chasing expensive stocks, keep some cash for pullbacks, and maintain dive

For me, the key is whether $Oracle(ORCL)$ can turn its huge AI backlog into real revenue and cash flow. A $638 billion backlog sounds impressive, but it means little if execution cannot keep up with the capital spending required. I would watch cloud growth, AI demand, contract wins and especially free cash flow. If Oracle shows that AI investments are starting to generate stronger cash returns, I would be more comfortable investing behind the backlog. I also want to see whether management can maintain strong growth without continuously increasing its spending burden. I remain bullish on AI infrastructure long term, but I do not want to chase the story based on backlog alone. I want the numbers to prove it first. If the results are strong, I would

For me, I wouldn’t rush into the next open just because Goldman’s call came after the bell. Analyst upgrades can trigger a gap-up, but I’d rather see whether the move holds than chase the initial reaction. For $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ , I’m focused more on the memory-cycle fundamentals than one upgrade. If tight inventory, pricing power and AI demand continue supporting earnings, I’m comfortable holding through volatility. A strong opening is nice, but sustained strength is what matters to me. I’d rather buy confirmation than buy excitement. My approach is consistency over noise. If price action and volume confirm the bullish setup, I can add gradually; if the market rejects the ne

Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs & recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward $XPeng Inc.(

I’d choose A — Chase the Winner 📈. I’d rather pay a reasonable premium for a strong company with growing earnings, cash flow and a durable competitive advantage than buy a falling stock simply because it looks cheap. For me, the key is quality + growth + valuation, not just the share price. A stock can look expensive and still outperform if earnings continue to beat expectations, while a “cheap” stock can remain cheap for years if the fundamentals keep deteriorating. That said, I wouldn’t blindly chase momentum. I’d prefer to build positions gradually on pullbacks and hold for the medium to long term. In my view, buying a great business at a reasonable price beats buying a bad business at a cheap price. @