The oil pullback is positive for growth stocks, but I'm not treating it as an all-clear signal. Geopolitical risks remain, and the Fed could still shift market sentiment. I'd rather see earnings and the Fed confirm the current optimism.
For now, I'm adding quality AI and semiconductor names on weakness instead of chasing rallies. I believe volatility creates opportunities to accumulate high-conviction positions at better valuations. If earnings, the Fed and oil all align, I believe the AI infrastructure story still has further upside.
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