The bigger shift is in AI — stocks like $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ now need to prove real monetization, not just hype. I still trust NVIDIA the most near term given its stronger earnings visibility. Meanwhile, I’m watching adoption metrics and revenue guidance closely before making bigger moves.
For now, I’m staying selective — not fully risk-on, but not all cash either. I’d rather add on dips than chase rallies. Keeping some protective options or hedges seems prudent, given how fragile sentiment still is. Patience will likely pay off more than trying to time the top or bottom.
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- MichaelPerez·04-02 13:24TOPNVDA's visibility is solid, but hype worries me. Better to wait for dips. [看跌]1Report