It's certainly an opportunity

It's certainly an opportunity to buy the dip now, but one has to consider the risk-to-reward of many of these AI positions. For example, if you're buying the dip on $Advanced Micro Devices(AMD)$ which was already at $1T, even if it climbs to become a $3T company (and that would be saying a lot), you'd only have gained 3x while exposing yourself to a potential trend reversal. The latest macroeconomic numbers aren't helping either as we're approaching the Peak of the business cycle, I think buying the dip would be a short term play.

QQQ Drops 1%+ — Can Elevated Yields Break the Tech Bull?

The Nasdaq 100 ETF (QQQ) closed down 1.07% Monday, with the S&P 500 and Dow Jones also retreating as elevated Treasury yields remained the primary headwind for growth stocks; investors shrugged off news of Trump easing Iran sanctions. Session rotation was pronounced — high-beta sectors led by semiconductors bore the brunt as funds locked in tech gains. With yields and the AI thesis in direct conflict, is this tech pullback a healthy rotation — or the first crack in a mid-cycle bull market?

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