AI stocks are still leading global markets, but the rally is uneven and fragile. Corrections are healthy - they shift the narrative from scarcity premium to fundamentals. Therefore, my take is that:
Selective positioning is critical : Focus on companies with sustainable demand, such as those stocks in which I have already highlighted this week, as I am too are holding them for the eventual growth basis what I understand from their stories.
Strong balance sheets, and proven execution such as I have did for
$SK Hynix - WI(SKHYV.US)
It popped downward spiral but goes up to show us they cannot failed as per their claim. It is a reputation to call for who you are said to be.
So, we bet and is proven last session.
Good luck moving onwards and upwards.
Always listen to your own basis of understanding and stood firm for it.
Don’t be influenced by others including myself.
Cheers!
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