I would rather own the index while selectively holding the strongest names. The Nasdaq hitting a record shows strong tech leadership, but the narrow market also means higher concentration risk. I am still bullish on the long-term AI trend, but I do not want to chase momentum blindly.

I am watching semiconductors and AI infrastructure closely, but I prefer confirmation over headlines. I would rather wait for pullbacks and scale in gradually than make a large move after a strong rally.

My approach remains DCA and adding gradually. The market can stay strong even when leadership is narrow, but I want to see broader participation before becoming more aggressive. For me, consistency and patience matter more than catching every short-term move.

@TigerStars @Marktomarket @Tiger_comments @TigerClub

# Musk Confirms Terafab Talking to TSMC; Why Is Intel the Lone Decliner?

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.

Report

Comment(2)

  • Top
  • Latest
  • vuvence IX
    ·03:39
    TOP
    Would you go long on LAC?
    Reply
    Report
    Fold Replies
    • Shyon: 
      Definitely no, the chart doesn't look nice at all
      09:10
      Reply
      Report