Shyon
10-30
I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.

My focus is on individual stocks rather than buying the entire $Invesco QQQ(QQQ)$ basket blindly. I want to see whether revenue growth can translate into stronger free cash flow, while keeping an eye on valuation, capital expenditure and debt. A lower share price does not automatically mean a stock is cheap.

I prefer to accumulate gradually on meaningful pullbacks rather than rush in with a lump sum. I am watching $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ and $Broadcom(AVGO)$   but I will keep some cash available in case volatility continues. For me, patience and capital preservation matter more than catching the exact bottom.

@Tiger_comments @TigerStars @TigerClub

Global tech stocks plummeted in turn, while Crocs bucked the trend and surged. Is a turning point coming for consumer stocks?
Technology stocks faced pressure one after another, but Crocs surged by about 25% at one point based on better-than-expected earnings and an upward revision of its full-year guidance. Can overseas growth and the recovery of HEYDUDE bring new opportunities to consumer stocks? Are you more optimistic about the recovery in consumer stock earnings or the opportunities after the correction in technology stocks?
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Comments

  • Wealthliner
    10-31
    Wealthliner
    这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享
    • Shyon: 
      Thanks for your like and comment 
  • ys99027
    10-31
    ys99027
    All these whiles we have witnessed the benefits and convenience brought by AI. AI undoubtedly will have a bright outlook in years to come. The very crucial point now is how those giant techs can utilise their AI power to bring in positive cash flow. As of now, ordinary person should be reluctant to pay for the AI services.
    • Shyon: 
      Very true. People love using AI, but getting everyone to pay for it is another story 😄 That’s why I think companies that can monetize AI indirectly through cloud, advertising, productivity or enterprise services may have an advantage.
  • Pangyarihan Kean Angelo De Guzman
    10-31
    Pangyarihan Kean Angelo De Guzman
    My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.
    • Shyon: 
      Totally agree 👍 Buying during a selloff is psychologically much harder than it sounds. I’d rather accumulate quality companies gradually because, in the long run, fundamentals should matter much more than short-term hype.
  • Joeljp
    11-01
    Joeljp
    Yes agreed with your analysis. I am continuing to add to the tech and AI related companies after the recent market correction. I don't believe the AI boom cycle has ended.
    • Shyon: 
      Agreed 👍 I don’t think the AI cycle is over either. I’m just becoming more selective now. Rather than buying everything related to AI, I prefer adding gradually to companies with strong earnings, cash flow and competitive advantages.
  • ShanGe
    11-01
    ShanGe
    I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.
    • Shyon: 
      Exactly. A lower price creates opportunity, but it doesn’t automatically create value. I’m staying bullish on quality AI names while keeping some cash ready in case volatility gives us better entry points.
  • Watermelon8
    11-01 09:47
    Watermelon8
    I pretty much agree with the writer of this article. Even in the bull market, the share price can't keep going up with any corrections. There are still many organisations not adopting AI and there are still many opportunities in AI
    • Shyon: 
      Well said. A correction doesn’t necessarily mean the AI cycle is over. There are still plenty of companies yet to fully adopt AI, so I see this more as a time to become selective and look for quality opportunities rather than panic over short-term volatility.
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