After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is overvalued.
π I believe the key is to look at each company individually. We need to examine valuation, earnings durability, free cash flow and competitive advantages. Companies with strong balance sheets, recurring revenue and sustainable demand may be better positioned to weather a correction than companies relying mainly on future promises.
π A market correction can also create opportunities. Instead of panic selling, I would rather reassess my positions, manage my risk and identify quality companies trading at more
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