After last week's sharp tech selloff, I think some bargain hunting could emerge, particularly if AMD, Qualcomm and Arm deliver solid earnings. However, the market needs more than impressive revenue growth. Investors increasingly want proof that massive AI investments are translating into sustainable profits and stronger cash flows.
The midterm elections could create short-term volatility, while Friday's jobs report may influence expectations for the Fed's next move.
My view is that technology stocks could experience a relief rally, but the upside may remain limited by high valuations and uncertainty surrounding AI spending.
I'm cautiously bullish, but not aggressively buying the dip. This week, earnings quality and forward guidance will matter more than headline beats.
@TigerEvents [贱笑]
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