1PC
08-07 23:15

@Shyon：
I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massive rally. I remain bullish on the long-term AI trend, but I'm becoming more selective: $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ remain attractive due to their strong competitive positions, while $Micron Technology(MU)$ offers long-term HBM and memory exposure but comes with higher cyclicality. I prefer to buy gradually rather than trying to call the exact bottom, and I'm especially cautious with leveraged ETFs because volatility can work against investors. The easy phase of “buy anything AI-related” may be over, and I believe the next phase will reward companies that can actually turn AI spending into sustainable revenue, profits and cash flow. For me, this is a buying opportunity—but only for the right companies, at the right valuation, and with disciplined position sizing.
I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massive rally. I remain bullish on the long-term AI trend, but I'm becoming more selective: $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ remain attractive due to their strong competitive positions, while $Micron Technology(MU)$ offers long-term HBM and memory exposure but comes with higher cyclicality. I prefer to buy gradually rather than trying to call the exact bottom, and I'm especially cautious with leveraged ETFs because volatility can work against investors. The easy phase of “buy anything AI-related” may be over, and I believe the next phase will reward companies that can actually turn AI spending into sustainable revenue, profits and cash flow. For me, this is a buying opportunity—but only for the right companies, at the right valuation, and with disciplined position sizing.

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