I remain cautiously optimistic about US equities over the longer term, particularly companies with strong earnings, healthy cash flow and sustainable business models. However, the market is becoming more selective. Strong AI revenue growth alone may no longer justify premium valuations if capital expenditure and financing costs keep rising.
My strategy is to avoid chasing the rebound and keep some cash ready. I would rather accumulate quality companies gradually during meaningful pullbacks than try to predict the market bottom. For now, patience and disciplined position sizing matter more than reacting to every headline.
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