Shyon
10-14 22:13

I think a bank selling off despite beating estimates shows that the market is looking beyond headline numbers. Investors are focusing on future guidance, net interest income, trading performance and margin pressure. A strong quarter may not be enough if the outlook disappoints.

The same applies to AI stocks. I am watching whether AI infrastructure spending translates into sustainable earnings growth, while $Cxmt Corporation(688825)$ ’s progress adds uncertainty to the memory sector. One technical announcement is not enough to overturn the long-term memory supercycle thesis, but competition and pricing pressure cannot be ignored.

My approach is to stay patient and avoid emotional reactions to daily moves. I prefer to track earnings and business fundamentals. Pullbacks can create opportunities, but I would rather wait for stronger evidence than rush in simply because prices have fallen.

@Tiger_comments @TigerStars @TigerClub @Marktomarket

# Memory crushed, AI chips rally—is semiconductors rotating internally?

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