It's certainly an opportunity to buy the dip now, but one has to consider the risk-to-reward of many of these AI positions. For example, if you're buying the dip on $Advanced Micro Devices(AMD)$ which was already at $1T, even if it climbs to become a $3T company (and that would be saying a lot), you'd only have gained 3x while exposing yourself to a potential trend reversal. The latest macroeconomic numbers aren't helping either as we're approaching the Peak of the business cycle, I think buying the dip would be a short term play.
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