I am still constructive on AI and semiconductors long term, but this environment makes selectivity more important. I would rather accumulate strong companies gradually on pullbacks than chase momentum, especially when higher rates can compress growth-stock valuations.
For now, I am watching oil, inflation, the 10-year Treasury and earnings. My approach remains simple: patience, diversification and buying quality during weakness rather than reacting to the red heat map.
@Tiger_comments @TigerStars @TigerClub @WallStreet_Tiger @Capital_Insights
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