Shyon
11-04
I think the AI growth story remains intact, but I am becoming more selective with my investments. $Advanced Micro Devices(AMD)$ nearly 100% data centre revenue growth is encouraging, while Arista and PLTR also show strong AI demand. However, I do not want to chase AI stocks blindly. Profit margins, free cash flow and sustainable earnings matter just as much as revenue growth.

Tonight, I will be watching Coherent and Arm closely for signs of continued AI infrastructure demand. With political uncertainty and interest-rate expectations still affecting sentiment, I prefer to stay disciplined rather than react emotionally to market swings.

My priority remains patience, diversification and consistent DCA. I am bullish on AI long term, but not every AI-related company will be a winner. Ultimately, I believe companies that turn strong demand into sustainable profits and cash flow will outperform those relying on growth expectations alone.

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Comments

  • Jsgoh28
    11-04
    Jsgoh28
    Yes I believe that AI will definitely still have strong growth in a long while, just need to manage our expectations in a reasonable manner.
    • Shyon: 
      Agree, finger crossed! 
  • WH the great
    11-06
    WH the great
    Shares took a hit yesterday but I am sure the market will stabilise and gradually regain its momentum this week, bringing renewed confidence and a positive recovery.
  • Wealth Wizard
    11-08
    Wealth Wizard
    I hope that AI is not another tulip mania or dot com bubble. At least we can see the physical impact happening in real life so it is definitely a great growth story
    • Shyon: 
      It's hard to say in the next few years. 
  • kkij
    11-08
    kkij
    是的，我相信人工智能在很长一段时间内肯定仍会有强劲的增长，只是需要以合理的方式管理我们的预期。
    • Shyon: 
      Need more patience and need to suffer through this round of massive pullback.
  • limwsg
    11-05
    limwsg
    thank you for sharing this, good information. will keep a watch on these counter. hopefully the macroeconomics will get better soon. as of now be patience.
    • Shyon: 
      Yeah very volatile market now 
  • z1234588
    11-07
    z1234588
    Time to take a breather over the weekend and see how things develop next week!

    Time to take a breather over the weekend and see how things develop next week!

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