Buy the dip—but be selective.
I don't think the AI revolution is over. What we're seeing looks more like a valuation reset than the end of the AI cycle. Every major technology revolution has experienced sharp corrections—the Internet, smartphones, cloud computing, and now AI.
The key question isn't "Is AI a bubble?" It's "Which companies will convert AI investment into sustainable cash flow?"
My approach:
Accumulate companies with durable competitive advantages, pricing power, and strong free cash flow.
Avoid businesses trading purely on AI hype without a clear path to profitability.
Expect volatility to remain high as investors digest massive AI capex from hyperscalers, but if AI adoption continues, today's leaders could emerge even stronger over the next 5–10 years.
As Warren Buffett said, "Be fearful when others are greedy and greedy when others are fearful." Corrections are uncomfortable, but they often create the best long-term opportunities for disciplined investors.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Nel wong·11:26buy the dip , see results and cash flow. financial strong company with long term profit margin and future contract determined it's worthLikeReport