"Black Monday" never showed up. I still read the chip selloff as a valuation r… · @tonyhua64243679 · TwKit

@tonyhua64243679

"Black Monday" never showed up. I still read the chip selloff as a valuation reset, not an earnings problem. What's weighing on this market is oil and inflation, not falling AI demand. Doing nothing for now, and I'd look at adding if prices fall further. This week's earnings will tell us more.

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