For me, the investment thesis hasn't changed. AI infrastructure, HBM demand, and data center memory growth remain intact, even as the market resets valuations after the earlier rally. That's why I'd rather accumulate quality companies at better prices than react emotionally. History has shown that the best long-term returns often come from buying quality businesses during periods of fear.
If volatility remains high, I'd also consider a cash-secured put at a price where I'd genuinely be happy to own more shares. The premium is a bonus—my focus is disciplined position sizing, staged entries, and managing risk.
@小虎热点雷达 @老板让我来发币 @TigerStars @Tiger_comments @TigerClub @期權小虎班長 @小虎福利站
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