Shyon
10-30 18:27

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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Comment（32）

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  • kkij
    ·50 minutes ago
    非常详细的分析了当前的市场形势。这对所有投资者来说都是有价值的信息，无论新老、大小。有这样的见解有助于每个人了解情况。
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  • Shudi
    ·11-01 17:03
    Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.
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  • NiceOne
    ·11-01 16:30
    Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.
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  • Watermelon8
    ·11-01 09:47
    I pretty much agree with the writer of this article. Even in the bull market, the share price can't keep going up with any corrections. There are still many organisations not adopting AI and there are still many opportunities in AI
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  • Tanwl1
    ·11-01 09:23
    hi five, I also share the same sentiments as the writer. On and off, we need to have such sell off to prevent the bubbles from forming. The share price can't keep going up without forming bubbles.
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  • ShanGe
    ·11-01 01:42
    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.
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  • Joeljp
    ·11-01 00:13
    Yes agreed with your analysis. I am continuing to add to the tech and AI related companies after the recent market correction. I don't believe the AI boom cycle has ended.
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  • ys99027
    ·10-31 21:48
    All these whiles we have witnessed the benefits and convenience brought by AI. AI undoubtedly will have a bright outlook in years to come. The very crucial point now is how those giant techs can utilise their AI power to bring in positive cash flow. As of now, ordinary person should be reluctant to pay for the AI services.
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  • Pangyarihan Kean Angelo De Guzman
    ·10-31 21:09
    My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.
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  • Wealthliner
    ·10-31 01:00
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  • 永恆.
    ·08:32
    纳斯达克刚刚经历了自6月以来最糟糕的一天。历史告诉我们，接下来会发生什么！
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  • Jason2607
    ·11-01 20:52
    A disciplined approach—staggered entries, quality stocks, and cash reserves provide flexibility while managing downside risk during market volatility.
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  • Stevesiah
    ·11-01 10:15
    Spot on! Selective stock picking over broad ETFs makes sense here. Focusing on free cash flow and valuation is key during high-CapEx sell-offs.
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  • BryanNlk
    ·11-01 13:16
    Great 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍 👌 👍
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  • Takiho
    ·11-01 06:31
    Yes. Total agreed with your analysis. I am also slowly accumulating some quality companies. Just my 2 cents.
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  • Potatoclown
    ·10-31 16:44
    Yes when the hype passes it’s the fundamentals and quality companies that will stand the test of time.
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  • yonglh
    ·10-31 09:03
    My brain also tells me the same, selling provides buying opportunities but heart wise I am not too sure about that lol.
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  • zoomzi
    ·10-30 22:03
    Sustainable earnings is the hard part here. If growth slows even a bit, do these multiples still hold up?
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  • 大梦想家66
    ·44 minutes ago
    AI板块集体回调，高位股大幅回撤，风险需要警惕
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  • Yin yi
    ·11-01 17:01
    不大不小那些逆襲你那從哪從哪xnnx女鞋女鞋女鞋
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