I think the market is entering a phase where stock selection matters much more than simply buying every AI-related name. The companies that can continue delivering earnings, strong cash flow, and sustainable growth will eventually separate themselves from those that only rely on market hype. That's why I'm staying patient and focusing on quality instead of chasing momentum.

I'm also keeping some cash ready because volatility often creates the best long-term buying opportunities. Rather than trying to predict every short-term swing, I'll continue adding to my highest-conviction positions through DCA whenever valuations become more attractive.