For Q2 earnings, I think the market needs proof that AI is driving real earnings growth, not just higher valuations. If companies continue delivering strong results and hyperscalers keep investing, I believe the AI rally still has room to run.
In the second half, I'm staying bullish but more selective. I still like memory and AI infrastructure, while also watching power and networking as the next AI opportunities. My plan is to keep buying quality stocks during market dips and stay invested for the long term.
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- icycrystal·07-01 22:42TOPthanks for sharing1Report