Shyon
10-30 18:27

I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.

My focus is on individual stocks rather than buying the entire $Invesco QQQ(QQQ)$ basket blindly. I want to see whether revenue growth can translate into stronger free cash flow, while keeping an eye on valuation, capital expenditure and debt. A lower share price does not automatically mean a stock is cheap.

I prefer to accumulate gradually on meaningful pullbacks rather than rush in with a lump sum. I am watching $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ and $Broadcom(AVGO)$   but I will keep some cash available in case volatility continues. For me, patience and capital preservation matter more than catching the exact bottom.

@Tiger_comments @TigerStars @TigerClub

# Global tech stocks plummeted in turn, while Crocs bucked the trend and surged. Is a turning point coming for consumer stocks?

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  • Wealthliner
    ·01:00
    这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享这是好的分享
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  • Potatoclown
    ·16:44
    Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.
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  • yonglh
    ·09:03
    My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.
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  • zoomzi
    ·10-30 22:03
    Sustainable earnings is the hard part here. If growth slows even a bit, do these multiples still hold up?
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  • Taisho99
    ·10-30 23:51
    原来我😧让你觉得不舒服😞！那时候在一起也
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  • 1PC
    ·10-30 22:29
    Nice Sharing 😁 @JC888 @koolgal @Barcode @Aqa @DiAngel @Shernice軒嬣 2000
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  • Vincedeal
    ·15:48
    nice
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  • LEESIMON
    ·00:05
    🩷Good
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  • Optionspuppy
    ·10-30 22:54
    10.54
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  • Optionspuppy
    ·10-30 22:27
    10.25
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