With market crashes across the board, the debate over whether to "buy the dip" now centers on three distinct investor outlooks。。。

The AI & Semi "Valuation Purge" : This is a healthy reset; the recent pullback is viewed as a correction, and opportunities are brewing for long-term investors in AI, machine learning, and semiconductors

A Structural Trend Reversal : It's the start of a longer decline; rising interest rates and economic slowdowns signal a prolonged bear market, indicating that it is far too early to buy the dip in overvalued sectors

Defensive Pivot : Avoid tech entirely; focus on recession-proof industries like healthcare and utilities, stick to consumer staples and defensive sectors, which offer stability and resilience amid economic uncertainty

The market consensus is divided between optimism, caution, and defensiveness, with the decision to "buy the dip" depending on individual risk tolerance, time horizon, and outlook on broader economic and sector-specific factors