For my own tech exposure, I’m not adding aggressively and not panic-selling. I’m trimming selectively where valuations ran ahead of fundamentals, while holding core positions in companies with strong moats and balance sheets. I’m also keeping some cash on hand, as volatility could create better entry points.
Long term, I remain cautiously optimistic on AI. The trend is real and transformative, but returns will be uneven and volatile. Discipline on valuation and patience in execution matter more now than chasing hype.
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