I still believe the recovery is more likely to be U-shaped than V-shaped. Confidence and valuations need time to recover, and I want to see broader participation, stable bond yields, and more earnings confirming AI monetization.
For now, I'm staying patient and continuing to build positions in high-quality AI companies during weakness instead of chasing rallies. If future pullbacks hold above recent lows, I'll become even more confident in the next leg of the AI bull market.
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