The sell-off was certainly brutal, particularly for technology and semiconductor stocks. However, I view this correction as a combination of stretched valuations, concerns over AI capital expenditure and heightened regulatory uncertainty rather than a fundamental collapse in AI demand.

My portfolio is primarily invested in a globally diversified equity ETF, so I am not overly concerned about short-term volatility. Although global markets remain heavily exposed to US technology stocks, diversification helps mitigate individual company risks.

I intend to maintain my monthly dollar-cost averaging strategy while keeping additional funds available for opportunistic purchases during deeper corrections. However, I would avoid aggressively buying every dip, as valuations could compress further.

Ultimately, market corrections are inevitable. Maintaining sufficient liquidity, investment discipline and a long-term perspective matters more than attempting to predict the exact market bottom.

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