Tonight, I will be watching Coherent and Arm closely for signs of continued AI infrastructure demand. With political uncertainty and interest-rate expectations still affecting sentiment, I prefer to stay disciplined rather than react emotionally to market swings.
My priority remains patience, diversification and consistent DCA. I am bullish on AI long term, but not every AI-related company will be a winner. Ultimately, I believe companies that turn strong demand into sustainable profits and cash flow will outperform those relying on growth expectations alone.
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- Jsgoh28·11-04 22:47TOPYes I believe that AI will definitely still have strong growth in a long while, just need to manage our expectations in a reasonable manner.1Report
- marketpre·11-04 21:43TOPAMD only gets re-rated if that data center growth starts showing up in margins too, not just top line1Report
- 1PC·11-04 23:21TOPNice Sharing 😁 @koolgal @Barcode @DiAngel @JC888 @Aqa @Shernice軒嬣 20001Report
- 陈丁钰·11-04 18:39TOP有推荐的吗1Report
- DQS4288·11-05 08:26TOPThanks for sharing. Very informative1Report
- limwsg·11-05 22:39thank you for sharing this, good information. will keep a watch on these counter. hopefully the macroeconomics will get better soon. as of now be patience.LikeReport