What caught my attention most is the rotation rather than the pullback itself. Apple briefly overtaking Nvidia shows that investors are starting to question whether AI infrastructure spending can keep accelerating at the same pace. I still believe the long-term AI trend remains intact, but after such a huge rally, it's normal for the market to reassess valuations and rotate into companies with different risk profiles.

For me, this earnings week is far more important than the daily price swings. I'm watching Alphabet, Tesla, IBM, Texas Instruments and AMD closely because their outlooks will provide better clues on AI demand, enterprise spending and semiconductor trends. If management teams continue to guide for strong AI investment despite recent volatility, I would view this correction as an opportunity instead of a reason to panic.

I'm also keeping an eye on Singapore and China. Singtel's data centre ambitions reinforce my bullish view on AI infrastructure, while China's state-backed support could help stabilize market sentiment. As always, I'll stay disciplined, continue averaging into high-conviction positions when valuations become more attractive, and focus on the long-term growth story instead of short-term market noise.