I welcome the rebound in technology stocks, but I don't think one strong session means the correction is over. Strong earnings from Microsoft and Amazon reinforce my confidence that AI spending is generating real returns, while the rebound in Korean and Taiwanese chip stocks suggests much of the recent selling was driven by deleveraging.
I still believe the recovery is more likely to be U-shaped than V-shaped. Confidence and valuations need time to recover, and I want to see broader participation, stable bond yields, and more earnings confirming AI monetization.
For now, I'm staying patient and continuing to build positions in high-quality AI companies during weakness instead of chasing rallies. If future pullbacks hold above recent lows, I'll become even more confident in the next leg of the AI bull market.
@Tiger_comments @TigerStars @TigerClub
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