For me, strong earnings alone are not enough. I want to see companies turn AI demand into sustainable revenue, earnings growth, and cash flow. Semiconductor companies may benefit from the long-term AI trend, but their valuations and execution risks differ, so I would not treat every AI stock equally.
I will continue focusing on companies with solid fundamentals and long-term growth potential, while using pullbacks to accumulate gradually rather than chasing rallies. AI may still have plenty of room to grow, but patience, valuation discipline, and selective buying matter more than ever.
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