---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000872001.md"
description: "I’m leaning toward staying invested in AI rather than chasing the inflation trade. Nvidia’s $108B guide and the strong reaction in Salesforce, Okta and CrowdStrike tell me the AI story is broadening beyond chips into software and recurring revenue.That said, I’m not ignoring inflation. With PCE still elevated and Warsh speaking Friday, I expect volatility to remain high, so I’d rather add selectively on pullbacks than chase the post-earnings rally.For Singapore, the 2% core inflation reading is definitely worth watching, but strong exports and surging electronics demand give me some confidence. For now, I’m staying focused on AI growth while keeping some dry powder for the next Fed-driven pullback."
datetime: "2026-08-27T03:37:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000872001.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000872001.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000872001.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I’m leaning toward staying invested in AI rather t…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [CRM.US](https://longbridge.com/en/quote/CRM.US.md)
- [OKTA.US](https://longbridge.com/en/quote/OKTA.US.md)
- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **Ethan1 · 2026-08-27T03:51:59.000Z · 👍 1**: keeping dry powder has been the expensive part of this tape, every dip got bought before it ever looked cheap. i gave up timing it and just add monthly.
  - **Shyon** (2026-08-27T05:47:03.000Z): It is always a good strategy to DCA especially on the stable and growth stock with strong fundamental. The risk is still there but the room of error for such company is lower as well.


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**