At the same time, I’m aware the market is becoming more divided underneath the surface. Even with geopolitical risks easing, hedge funds have been net sellers & leverage in tech is coming down, which suggests institutions are becoming more cautious even as indices grind higher.
So I’m staying invested but more selective. I still focus on AI infrastructure like AMD and ARM, and memory names like $SNDK$ and $MU$, but I prefer waiting for better pullbacks rather than chasing extended strength when sentiment starts to look stretched. Overall, I think discipline and timing matter more than ever in this phase of the cycle.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- pixelo·05-08 17:53TOPStill in chip names too, but chasing here feels sketchy lol. You waiting for a real flush first?1Report