My focus is on individual stocks rather than buying the entire $Invesco QQQ(QQQ)$ basket blindly. I want to see whether revenue growth can translate into stronger free cash flow, while keeping an eye on valuation, capital expenditure and debt. A lower share price does not automatically mean a stock is cheap.
I prefer to accumulate gradually on meaningful pullbacks rather than rush in with a lump sum. I am watching $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ and $Broadcom(AVGO)$ but I will keep some cash available in case volatility continues. For me, patience and capital preservation matter more than catching the exact bottom.
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- Shudi·11-01 17:03Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.LikeReport
- NiceOne·11-01 16:30Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.LikeReport
- Watermelon8·11-01 09:47I pretty much agree with the writer of this article. Even in the bull market, the share price can't keep going up with any corrections. There are still many organisations not adopting AI and there are still many opportunities in AILikeReport
- Tanwl1·11-01 09:23hi five, I also share the same sentiments as the writer. On and off, we need to have such sell off to prevent the bubbles from forming. The share price can't keep going up without forming bubbles.LikeReport
- ShanGe·11-01 01:42I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.LikeReport
- Joeljp·11-01 00:13Yes agreed with your analysis. I am continuing to add to the tech and AI related companies after the recent market correction. I don't believe the AI boom cycle has ended.LikeReport
- ys99027·10-31 21:48All these whiles we have witnessed the benefits and convenience brought by AI. AI undoubtedly will have a bright outlook in years to come. The very crucial point now is how those giant techs can utilise their AI power to bring in positive cash flow. As of now, ordinary person should be reluctant to pay for the AI services.LikeReport
- Pangyarihan Kean Angelo De Guzman·10-31 21:09My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.LikeReport
- Wealthliner·10-31 01:00这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享LikeReport
- Jason2607·11-01 20:52A disciplined approach—staggered entries, quality stocks, and cash reserves provide flexibility while managing downside risk during market volatility.LikeReport
- Stevesiah·11-01 10:15Spot on! Selective stock picking over broad ETFs makes sense here. Focusing on free cash flow and valuation is key during high-CapEx sell-offs.LikeReport
- BryanNlk·11-01 13:16Great 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍LikeReport
- Takiho·11-01 06:31Yes. Total agreed with your analysis. I am also slowly accumulating some quality companies. Just my 2 cents.LikeReport
- Potatoclown·10-31 16:44Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.LikeReport
- yonglh·10-31 09:03My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.LikeReport
- zoomzi·10-30 22:03Sustainable earnings is the hard part here. If growth slows even a bit, do these multiples still hold up?LikeReport
- Yin yi·11-01 17:01不大不小那些逆襲你那從哪從哪xnnx女鞋女鞋女鞋LikeReport
- 小可爱13·11-01 06:04带回家的话DJDJDJDJ九点就到家大姐大你LikeReport
- Taisho99·10-30 23:51原来我😧让你觉得不舒服😞！那时候在一起也LikeReport
- 發財 Huat Chye·11-01 15:32I do not dare to add in Tech and AI stocks after recent selloff...LikeReport