Some say we are in a bubble. Others say we are in an AI revolution. I say we are in a pause before the climb. A moment of reflection before the next ascent.
Tech stocks pulled back but not collapsed - a recalibration, not a rout.
AI leaders like $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ still show strong fundamentals & demand.
Bond yields peaked, inflation is cooling & rate cuts are on the horizon.
I believe that this is a golden opportunity to go bargain hunting. The most undervalued of the Magnificent 7 is $Amazon.com(AMZN)$. It delivered an amazing Q3 25 results with AWS growth accelerating & advertising revenue surging.
Amazon is the quiet compounder. Slow and Steady Wins the Race
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