Shyon
10-28 17:38

I think @nerdbull1669 makes the strongest point. AI still has huge long-term potential, but investors are becoming more selective about capex, free cash flow and actual returns. Growth alone is no longer enough to justify any valuation.

For me, the Buffett Trade is not about abandoning technology for defensive stocks. It is about balancing growth opportunities with quality businesses that have strong cash flow, solid balance sheets and sustainable competitive advantages. I still believe in AI, but capital discipline matters more than chasing hype.

I would change my view if tech companies demonstrate that their massive AI investments can generate sustainable profits and cash flow. Until then, I prefer to stay diversified, remain patient and focus on opportunities with reasonable valuations. Consistency over noise! 🐯

@Tiger_comments @TigerStars @TigerClub

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  • snugglo
    ·10-28 17:53
    Capex discipline is the filter now. AI winners still need real FCF conversion, not just growth narratives
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  • Optionspuppy
    ·10-28 22:28
    10.28
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  • Icecream29
    ·10-28 21:04
    Ok
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