At the same time, I’ve been watching underperformers like $Trade Desk Inc.(TTD)$ and $Lululemon Athletica(LULU)$ . They might look tempting after a 50% drop, but I think catching a falling knife is risky when fundamentals are still weakening. I prefer waiting until earnings or guidance show a clear bottom.
Overall, this year reinforced my strategy: focus on megatrends like AI and quantum computing, while keeping an eye on beaten-down names for potential recovery. In a market where winners can rise 10x and others lose half their value, sector positioning makes all the difference.
@Tiger_SG @Tiger_comments @TigerStars @MillionaireTiger
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