I'm leaning toward B. I agree AI and Financials remain two of the strongest long-term themes, but I wouldn't mirror someone else's concentrated portfolio. I continue adding to AI infrastructure names during pullbacks because I believe the demand for compute, memory, networking, and enterprise AI is still in its early stages. At the same time, I prefer managing risk through diversification.

One strategy I already use is buying into volatility. When quality companies correct without a major change in fundamentals, I see it as an opportunity to average up or DCA into my highest-conviction positions. Volatility often creates attractive entry points for long-term investors.

In the end, I don't invest based on who is buying. I focus on business quality, earnings growth, valuation, and long-term trends. Trump's allocation is an interesting signal, but I still rely on a disciplined investment process that I can stick with in any market.

@TigerStars @TigerClub @Tiger_comments

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