To The Moon

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 $Alphabet(GOOGL)$ ,

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I prefer focusing on individual-stock recoveries rather than automatically buying QQQ after a sharp correction. 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.

NVIDIA (NVDA) is in a corrective consolidation inside a still-intact longer-term uptrend. The stock is roughly 12% below its 2026-10-06 record high of $243.37, and the debate is not about demand but about how much of the AI capex cycle is already priced in at a ~$5.15T market cap.

Alphabet fell more than 12% in one day, and several technology heavyweights are 20%-30% below their 2026 closing highs. That has brought the familiar buying-the-dip question back into focus. Tiger's view: It is reasonable to start screening profitable companies after these pullbacks, but there is not enough evidence to declare a bottom across technology stocks. Prices, earnings and cash flow need to be assessed together—and historical recoveries show why the time horizon matters. 01 | Stock-level selloffs and index drawdowns differ On October 29, the Nasdaq Composite closed at 26,184.72, down 1.38%. The Nasdaq-100 fell 1.38%, while the S&P 500 lost 0.30%. GOOGL dropped 12.64%, Amazon fell 4.25%, Microsoft slipped just 0.16%, and Meta rose 1.96%. The performance was sharply divided. [1]

Tech was getting hammered. Amazon fell. Intel collapsed. AI names were under pressure. And then a shoe company suddenly exploded almost 25% higher. Crocs. The easy conclusion is: “Money is rotating from tech into consumer stocks.” I don't think that is what happened. In fact, Crocs management gave us an important warning: The low-end consumer is still weak. So why did CROX explode? Because I think the market is beginning to reward something very different: SELF-HELP. Crocs did not need the economy to suddenly become wonderful. It fixed the part of its own business investors had almost given up on. And that creates a much more interesting investment lesson than simply: Consumer stocks are back. 🔵 THE HEADLINE NUMBERS WERE GOOD Crocs delivered Q3 revenue of: $1.04B, +4.6% Adjusted EPS: $3.69

Alphabet fell more than 12% in one day, and several technology heavyweights are 20%-30% below their 2026 closing highs. That has brought the familiar buying-the-dip question back into focus. Tiger's view: It is reasonable to start screening profitable companies after these pullbacks, but there is not enough evidence to declare a bottom across technology stocks. Prices, earnings and cash flow need to be assessed together—and historical recoveries show why the time horizon matters. 01 | Stock-level selloffs and index drawdowns differ On October 29, the Nasdaq Composite closed at 26,184.72, down 1.38%. The Nasdaq-100 fell 1.38%, while the S&P 500 lost 0.30%. GOOGL dropped 12.64%, Amazon fell 4.25%, Microsoft slipped just 0.16%, and Meta rose 1.96%. The performance was sharply divided. [1]

Tech was getting hammered. Amazon fell. Intel collapsed. AI names were under pressure. And then a shoe company suddenly exploded almost 25% higher. Crocs. The easy conclusion is: “Money is rotating from tech into consumer stocks.” I don't think that is what happened. In fact, Crocs management gave us an important warning: The low-end consumer is still weak. So why did CROX explode? Because I think the market is beginning to reward something very different: SELF-HELP. Crocs did not need the economy to suddenly become wonderful. It fixed the part of its own business investors had almost given up on. And that creates a much more interesting investment lesson than simply: Consumer stocks are back. 🔵 THE HEADLINE NUMBERS WERE GOOD Crocs delivered Q3 revenue of: $1.04B, +4.6% Adjusted EPS: $3.69

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 $Alphabet(GOOGL)$ ,

I prefer focusing on individual-stock recoveries rather than automatically buying QQQ after a sharp correction. 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.

Find out more here:TigerTrade Welcome to TigerTrade

NVIDIA (NVDA) is in a corrective consolidation inside a still-intact longer-term uptrend. The stock is roughly 12% below its 2026-10-06 record high of $243.37, and the debate is not about demand but about how much of the AI capex cycle is already priced in at a ~$5.15T market cap.