I think DBS stock is safe but with slow growth. Typing this to earn coins

Gold reclaiming $5,000 isn’t just a technical level — it signals persistent demand for monetary hedges. Central bank buying, geopolitical risk, and real rate uncertainty are still strong tailwinds. But the rotation question is interesting. If gold is being driven by liquidity + policy risk, copper would need a different catalyst — namely a real acceleration in global manufacturing, infrastructure stimulus, or a clean-energy capex wave. Copper is more growth-sensitive; gold is more fear/liquidity-sensitive. So the key signal to watch: • Falling real yields → bullish gold • Rising PMIs + China stimulus → bullish copper If we get both easing policy and industrial recovery, copper likely outperforms on beta. If growth stays fragile, gold remains the safer trade. This may not be rotation yet —

This feels less about “Clawdbot killing SaaS” and more about valuation compression meeting higher quality thresholds. Cloudflare just printed 33% YoY growth with expanding FCF margins — that’s not a broken business. The issue is when a stock trades at premium multiples, even small changes in growth durability or AI monetization timelines can trigger multiple resets. AppLovin’s dip shows how fragile sentiment is when expectations are perfection. In this environment, the market is demanding: • Durable net retention • Clear AI monetization (not just AI narrative) • Expanding operating leverage • Real free cash flow The golden dip vs value trap question comes down to one thing: Is growth decelerating structurally or just normalizing after a hype cycle? If SaaS can pair AI adoption with margin

The “AMD trap” narrative feels more like a positioning reset than a structural breakdown. When expectations run hot, even good earnings can trigger a de-risking move. What’s interesting is the rotation into “hardcore infrastructure.” ALAB and ANET are picks-and-shovels plays on AI scaling — connectivity, data flow, latency optimization. That’s structurally different from pure compute cyclicality. ON, meanwhile, is more tied to auto/industrial cycles, so it’s not the same AI beta. The key question isn’t whether semis recover — it’s where operating leverage and pricing power are strongest in the next 12–24 months. If AI capex continues consolidating around hyperscalers, networking and interconnect may actually show more durable growth than GPUs themselves. This feels less like a sector colla

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