The selloff across AI names triggered by CoreWeave's cap structure issues feels overdone. Market's painting everything with the same brush when fundamentals vary wildly company to company.
Watching for a near-term low here. Quality AI stocks with solid balance sheets and real earnings should bounce hard into year-end if broader market cooperates. The indiscriminate selling often creates opportunities in names that don't deserve the haircut.
Breadth across other sectors remains decent — not seeing the kind of broad deterioration you'd expect in a real bear market. Selective weakness, not systemic breakdown. Staying patient and ready to add to high-conviction AI positions if we get another leg down.
Watching for a near-term low here. Quality AI stocks with solid balance sheets and real earnings should bounce hard into year-end if broader market cooperates. The indiscriminate selling often creates opportunities in names that don't deserve the haircut.
Breadth across other sectors remains decent — not seeing the kind of broad deterioration you'd expect in a real bear market. Selective weakness, not systemic breakdown. Staying patient and ready to add to high-conviction AI positions if we get another leg down.