I still believe the AI trade is showing remarkable resilience. The speed of the rebound, even while geopolitical tensions remain elevated, tells me institutional investors are still willing to buy quality AI names whenever fear creates an opportunity. Rather than chasing every green candle, I prefer to stay disciplined and continue averaging into companies with strong long-term fundamentals.

That said, I don't think the risks have disappeared. Rising oil prices, uncertainty surrounding Iran, and potential policy changes from the Fed could easily trigger another round of volatility. If we get another pullback because of macro headlines instead of weakening AI demand, I'll treat it as another opportunity to accumulate instead of a reason to panic.

I'm also paying close attention to SK Hynix's $SK Hynix(SKHY.US)US debut because memory remains one of my highest-conviction themes. As AI models become larger and more demanding, demand for HBM and advanced memory should continue to grow. My strategy remains unchanged: ignore the short-term noise, keep my cash ready, and steadily DCA into high-quality AI and semiconductor leaders whenever the market gives me the chance.