Is this a tech winter? Only if you think a $33 billion order book at ST Engineering or a 60x revenue growth at Zhipu AI counts as "cold".
The dead cat bounce crowd is screaming about a recession while the long term legends are quietly buying the dip on high quality chips.
Personally my biggest risk isn't interest rates. It is the supply chain block at the Strait of Hormuz. It is hard to build the future when your energy bill looks like a phone number.
I am staying invested but I have traded my FOMO for a helmet while my crystal ball is currently at the shop for repairs.
What I do know is the market has a 100% record of surviving every end of the world scenario we have thrown at it. Today's unprecedented crisis is tomorrow's footnote in a textbook.
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