I'm agnostic on valuation. I don't think we can say that because AI hype all of big tech will reset, though it is possible. But the thing is corrections are always possible, and whether big tech deflates significantly when AI dreams of monetization are revealed as pipe dreams isn't a sure thing. It all depends on money flows and alternatives as seen at the time. Anyway, I'm holding all my AAPL and I'm not concerned even if a reset happens.
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