For me, AI fundamentals still matter more than short-term political noise. $Advanced Micro Devices(AMD)$ strong results and continued semiconductor demand reinforce my long-term confidence, although I remain mindful of valuation risks, rising capex and financing costs.
I would not rush to buy just because Nasdaq futures $NASDAQ(.IXIC)$ have recovered. I prefer to see whether the rebound holds and AI leaders regain momentum. My strategy remains unchanged: avoid chasing rallies, accumulate quality companies gradually during meaningful pullbacks and stay disciplined. Consistency over noise, fundamentals over emotions.
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