Shyon
10-30

I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.

My focus is on individual stocks rather than buying the entire $Invesco QQQ(QQQ)$ basket blindly. I want to see whether revenue growth can translate into stronger free cash flow, while keeping an eye on valuation, capital expenditure and debt. A lower share price does not automatically mean a stock is cheap.

I prefer to accumulate gradually on meaningful pullbacks rather than rush in with a lump sum. I am watching $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ and $Broadcom(AVGO)$   but I will keep some cash available in case volatility continues. For me, patience and capital preservation matter more than catching the exact bottom.

@Tiger_comments @TigerStars @TigerClub

# Global tech stocks plummeted in turn, while Crocs bucked the trend and surged. Is a turning point coming for consumer stocks?

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（72）

  • Top
  • Latest
  • Wealthliner
    ·10-31
    TOP
    这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享
    Reply
    Report
    Fold Replies
    • Shyon: 
      Thanks for your like and comment 
      16:26
      Reply
      Report
  • ys99027
    ·10-31 21:48
    TOP
    All these whiles we have witnessed the benefits and convenience brought by AI. AI undoubtedly will have a bright outlook in years to come. The very crucial point now is how those giant techs can utilise their AI power to bring in positive cash flow. As of now, ordinary person should be reluctant to pay for the AI services.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Very true. People love using AI, but getting everyone to pay for it is another story 😄 That’s why I think companies that can monetize AI indirectly through cloud, advertising, productivity or enterprise services may have an advantage.
      16:27
      Reply
      Report
  • Pangyarihan Kean Angelo De Guzman
    ·10-31 21:09
    TOP
    My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Totally agree 👍 Buying during a selloff is psychologically much harder than it sounds. I’d rather accumulate quality companies gradually because, in the long run, fundamentals should matter much more than short-term hype.
      16:28
      Reply
      Report
  • Joeljp
    ·11-01 00:13
    TOP
    Yes agreed with your analysis. I am continuing to add to the tech and AI related companies after the recent market correction. I don't believe the AI boom cycle has ended.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Agreed 👍 I don’t think the AI cycle is over either. I’m just becoming more selective now. Rather than buying everything related to AI, I prefer adding gradually to companies with strong earnings, cash flow and competitive advantages.
      16:28
      Reply
      Report
  • ShanGe
    ·11-01 01:42
    TOP
    I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Exactly. A lower price creates opportunity, but it doesn’t automatically create value. I’m staying bullish on quality AI names while keeping some cash ready in case volatility gives us better entry points.
      16:28
      Reply
      Report
  • Watermelon8
    ·11-01 09:47
    TOP
    I pretty much agree with the writer of this article. Even in the bull market, the share price can't keep going up with any corrections. There are still many organisations not adopting AI and there are still many opportunities in AI
    Reply
    Report
    Fold Replies
    • Shyon: 
      Well said. A correction doesn’t necessarily mean the AI cycle is over. There are still plenty of companies yet to fully adopt AI, so I see this more as a time to become selective and look for quality opportunities rather than panic over short-term volatility.
      16:29
      Reply
      Report
  • Tanwl1
    ·11-01 09:23
    TOP
    hi five, I also share the same sentiments as the writer. On and off, we need to have such sell off to prevent the bubbles from forming. The share price can't keep going up without forming bubbles.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Agreed 👍 High CapEx makes stock picking even more important. I’m looking for companies that can turn those investments into real earnings and cash flow, not just revenue growth.
      16:30
      Reply
      Report
  • NiceOne
    ·11-01 16:30
    TOP
    Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Thank you! Really appreciate your kind words. I believe understanding the bigger picture helps us stay rational, especially when markets become volatile. Whether new or experienced, there’s always something we can learn from each market cycle.
      16:30
      Reply
      Report
  • Shudi
    ·11-01 17:03
    TOP
    Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Thanks for the support! 🙏 I completely agree. Markets can be challenging for everyone, regardless of portfolio size or experience. Sharing different perspectives helps all of us make more informed and disciplined decisions.
      16:31
      Reply
      Report
  • kkij
    ·11-02 09:10
    TOP
    非常详细的分析了当前的市场形势。这对所有投资者来说都是有价值的信息，无论新老、大小。有这样的见解有助于每个人了解情况。
    Reply
    Report
    Fold Replies
    • Shyon: 
      谢谢你的认可！🙏 市场越是波动，越需要保持冷静，多了解基本面和风险，而不是被短期涨跌影响判断。希望这些分享能给大家带来一些参考。
      16:32
      Reply
      Report
  • justforcoins
    ·11-02 10:34
    TOP
    I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Same view here 👍 I’m still bullish on AI long term, but I don’t want to rush just because prices have dropped. There could be more volatility ahead, so keeping some cash and adding quality names gradually feels more comfortable.
      16:32
      Reply
      Report
  • henryxie1688
    ·11-02 20:31
    TOP
    I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.
    Reply
    Report
    Fold Replies
    • Shyon: 
      I see the correction as a chance to reassess valuations rather than a signal that the AI story is over. I’m staying selective and looking for companies with strong moats, sustainable earnings and healthy cash flow before adding gradually.
      16:33
      Reply
      Report
  • Icecream29
    ·11-02 20:39
    TOP
    Trading requires patience, discipline, and careful analysis. I learned to manage risks, control emotions, follow my strategy, and make better decisions based on market movements.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Recent tech sell off probably is not enough yet. If the magnitude can be slightly greater, then it really present a good opportunity.
      16:33
      Reply
      Report
  • Stevesiah
    ·11-01 10:15
    TOP
    Spot on! Selective stock picking over broad ETFs makes sense here. Focusing on free cash flow and valuation is key during high-CapEx sell-offs.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Absolutely. In a high-CapEx environment, I think stock selection becomes even more important. I’d rather focus on companies that can turn AI spending into sustainable earnings and free cash flow, while staying disciplined on valuation.
      16:29
      Reply
      Report
  • Jason2607
    ·11-01 20:52
    TOP
    A disciplined approach—staggered entries, quality stocks, and cash reserves provide flexibility while managing downside risk during market volatility.
    Reply
    Report
    Fold Replies
    • Shyon: 
      For me, risk management comes first. I’m happy to accumulate strong names like Microsoft, Alphabet, NVIDIA and Broadcom on meaningful pullbacks, but keeping cash available gives me room to take advantage if valuations become even more attractive.
      16:31
      Reply
      Report
  • 永恆.
    ·11-02 08:32
    TOP
    纳斯达克刚刚经历了自6月以来最糟糕的一天。历史告诉我们，接下来会发生什么！
    Reply
    Report
    Fold Replies
    • Shyon: 
      历史可以给我们参考，但不会每次都重复。对我来说，这次大跌更重要的是观察企业盈利、估值和资金面是否开始企稳，而不是急着判断底部已经出现。机会正在增加，但耐心还是很重要。
      16:32
      Reply
      Report
  • LeeSJ
    ·11-02 23:58
    TOP
    Recent tech sell off probably is not enough yet. If the magnitude can be slightly greater, then it really present a good opportunity.
    Reply
    Report
    Fold Replies
    • Shyon: 
      I feel the same. The correction has made some names more attractive, but valuations in parts of tech still look demanding. I’m keeping some cash ready and would be more interested if we get another meaningful leg down.
      16:34
      Reply
      Report
  • yonglh
    ·10-31
    TOP
    My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Haha, exactly! 😄 The brain sees opportunity, but the heart remembers how painful another red day can be. That’s why I prefer buying gradually rather than trying to catch the exact bottom. Keeping some cash also makes the volatility easier to handle.
      16:26
      Reply
      Report
  • zoomzi
    ·10-30
    TOP
    Sustainable earnings is the hard part here. If growth slows even a bit, do these multiples still hold up?
    Reply
    Report
    Fold Replies
    • Shyon: 
      Exactly. That’s why I’m cautious even after the selloff. High multiples can be justified by strong growth, but if earnings or free cash flow growth slows, valuation compression can still hurt even a great company
      16:26
      Reply
      Report
  • Potatoclown
    ·10-31
    TOP
    Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.
    Reply
    Report
    Fold Replies
    • Shyon: 
      Well said. AI may create a powerful long-term growth cycle, but not every company riding the theme will eventually win. Sustainable earnings, free cash flow and a durable moat are what I believe will separate the long-term compounders from the temporary hype.
      16:27
      Reply
      Report