I would rather own the index while selectively holding the strongest names. The Nasdaq hitting a record shows strong tech leadership, but the narrow market also means higher concentration risk. I am still bullish on the long-term AI trend, but I do not want to chase momentum blindly.
I am watching semiconductors and AI infrastructure closely, but I prefer confirmation over headlines. I would rather wait for pullbacks and scale in gradually than make a large move after a strong rally.
My approach remains DCA and adding gradually. The market can stay strong even when leadership is narrow, but I want to see broader participation before becoming more aggressive. For me, consistency and patience matter more than catching every short-term move.
@TigerStars @Marktomarket @Tiger_comments @TigerClub
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