I lean towards measured dip-buying rather than chasing momentum. The recent flows suggest institutions are selectively rotating back into Al leaders as earnings increasingly validate the monetisation story. However, this is not a broad "risk-on" environment. Valuations are elevated, capex remains enormous, and expectations are high. Any disappointment in guidance, margins, or Al demand could trigger sharp pullbacks. I'd focus on companies showing both accelerating revenue and improving free cash flow instead of buying the entire sector. If this is the start of a new leg higher, there will still be opportunities. If it proves to be an earnings-driven trap, disciplined position sizing and staggered entries will matter more than trying to time the exact bottom.