I am still bullish on the long-term AI theme, but the recent semiconductor selloff reminds me that strong fundamentals do not always mean stocks are cheap. I would rather wait for price stabilization and confirmation of support than rush to buy the dip, especially with leveraged ETFs.
For me, the next rally needs more than positive announcements. I want to see sustainable earnings growth, strong cash flow and broader recovery across the semiconductor sector. Patience and risk management remain more important than trying to catch every rebound.
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