I choose A: The AI & Semi Valu

I choose A: The AI & Semi Valuation Purge - A Healthy Reset. This selloff looks more like a valuation purge than a structural collapse.

AI & Semiconductors have been priced for perfection for months. Software multiples stretched. Anything with AI automation got a premium.

Anthropic drops new legal work flow automation tools. Suddenly the market realises that AI isn't just enabling software. It is competing with it. That's enough to trigger a sentiment shock, not a structural trend reversal.

This is what a healthy reset looks like: Excess froth gets burnt off. Momentum traders exit. Funds rebalance. Strong companies get cheaper. Weak companies get exposed.

Beneath the chaos, opportunities are quietly starting to brew.

Why not B: Structural Trend Reversal? We are not seeing earnings collapsing. Demand isn't evaporating. Cloud, Cybersecurity & enterprise spend remain intact.

Why not C: Defensive Pivot. Tech is still the engine of global growth.

@Tiger_comments

Bitcoin Breaks $70K: Polymarket Sees $65K the Next Stop?

Bitcoin slid below $70,000, down over 6% intraday, marking its lowest level since Trump took office. From the $126,000 peak last October, Bitcoin is now down more than 40%. Prediction markets are turning increasingly bearish: Polymarket shows an 82% probability of BTC falling below $65,000 this year, with odds of a drop under $55,000 rising to nearly 60%. ETF outflows, tightening liquidity, and risk-off sentiment are amplifying downside pressure. How do you view? Would BTC head to $65k? Sell or add?

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.

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Software multiples stretched.&nbsp;&nbsp; Anything with AI automation got a premium.\nAnthropic drops new legal work flow automation tools.&nbsp; Suddenly the market realises that AI isn't just enabling software.&nbsp; It is competing with it.&nbsp; That's enough to trigger a sentiment shock, not a structural trend reversal.\nThis is what a healthy reset looks like: Excess froth gets burnt off.&nbsp; Momentum traders exit.&nbsp; Funds rebalance.&nbsp; Strong companies get cheaper.&nbsp; Weak companies get exposed.\nBeneath the chaos, opportunities are quietly starting to brew.\nWhy not B: Structural Trend Reversal?&nbsp; We are not seeing earnings collapsing.&nbsp; Demand isn't evaporating.&nbsp; Cloud, Cybersecurity &amp; enterprise spend remain intact.\nWhy not C: Defensive Pivot.&nbsp; Tech is still the engine of global growth.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/006a1dca56fa681445528530a5d64960\"></t-t></body></html>","text":"I choose A: The AI & Semi Valuation Purge - A Healthy Reset. 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