I'm watching whether AI spending continues translating into stronger earnings and profit margins. This earnings season showed that companies with clear AI monetization were rewarded, while those without measurable returns faced tougher reactions. The market is becoming more selective, not less optimistic about AI.
For now, I'm staying invested and gradually building positions in high-quality AI companies. I'll keep watching long-term interest rates, the September Fed meeting, and upcoming earnings. I see this rotation as an opportunity rather than a reason to panic.
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