Market volatility has surged due to President Trump's tariff threats against China, reviving fears of a renewed trade war and market correction.
Despite elevated valuations and AI bubble concerns, I believe we are in the early stages of a multi-year AI infrastructure buildout, not an imminent bust.
Recent fear indicators and price action suggest we are not near a market bottom, but growth stocks could break out unless trade tensions escalate much further.
I am prepared to revise more stocks into the Buy zone and become more aggressive with Buy ratings if a steeper selloff presents attractive opportunities.
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