A falling price does not necessarily mean a stock is cheap. Alphabet's 103% Cloud growth is impressive, but negative quarterly free cash flow highlights the cost of expansion.
The opportunity lies in companies where earnings growth can outpace capital expenditure. I would prioritise sustainable profitability, manageable debt and improving cash flow.
QQQ offers diversification, but also exposure to expensive stocks facing valuation pressure.
My strategy: build a watchlist, scale into quality businesses gradually and retain cash.
The best dip is not the biggest decline, but a fundamentally strong business temporarily trading at a more attractive valuation.
@Tiger_comments [你懂的]
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.
