I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.

My focus is on individual stocks rather than buying the entire $Invesco QQQ(QQQ)$ basket blindly. I want to see whether revenue growth can translate into stronger free cash flow, while keeping an eye on valuation, capital expenditure and debt. A lower share price does not automatically mean a stock is cheap.

I prefer to accumulate gradually on meaningful pullbacks rather than rush in with a lump sum. I am watching $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ and $Broadcom(AVGO)$   but I will keep some cash available in case volatility continues. For me, patience and capital preservation matter more than catching the exact bottom.

@Tiger_comments @TigerStars @TigerClub

# Global tech stocks plummeted in turn, while Crocs bucked the trend and surged. Is a turning point coming for consumer stocks?

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