#[🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?] There is a strange assumption in markets that being bullish means you need to be fully invested. I don’t agree. I remain bullish on the long-term AI opportunity. I already have exposure through names including $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$, alongside broader positions such as $SPDR S&P 500 ETF Trust(SPY)$. But I am deliberately not fully invested yet. That is not because I think AI is dead. It is because I think keeping cash available is an investment decision too. 📉 A falling stock is not automatically a cheap stock This is the part I think gets lost during big corrections. When a stock drops 20%, 30% or even 40%, our brains immediately compare the new price with the old high. It looks cheap because it used t

A 25% fall in a company like IBM is not an ordinary earnings reaction. It is the market suddenly questioning an entire investment story. IBM’s preliminary second-quarter revenue came in at approximately $17.2 billion, up only 1% year over year and below expectations of around $17.86 billion. Adjusted earnings of $2.93 per share also fell slightly short of forecasts. But the numbers alone do not fully explain such a violent sell-off. The greater concern was the message behind them. IBM said customers had prioritised spending on servers, storage and memory amid supply constraints and anticipated price increases. That redirected technology budgets away from some software and infrastructure purchases. Management also acknowledged execution failures. Several significant deals did not close as e

$Palantir Technologies Inc.(PLTR)$  Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by  roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share -  U.S. commercial revenue: $764 million, up 149% - U.S. g

Nvidia has pulled back to around $203 after trading above $206 during the session. For most companies, a drop would immediately raise questions about whether the business is weakening. With Nvidia, the question is different. The company is still producing enormous growth, dominating AI infrastructure and reporting numbers that most businesses could only dream of. The real question is whether even outstanding performance is enough when investors already expect near perfection. Nvidia’s latest quarterly revenue reached a record $81.6 billion, up 85% from a year earlier. Data Centre revenue climbed to $75.2 billion, an increase of 92%. The company also maintained a gross margin of roughly 75%, showing that its growth is still highly profitable. Those numbers suggest the AI investment boom is