---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000878319.md"
description: "Markets are becoming more selective. The long term AI and growth story remains intact but elevated valuations and rate uncertainty could keep volatility high.Quality, strong fundamentals and attractive entry points matter more than chasing momentum. The focus now shifts to Broadcom, Waller and Friday’s NFP for the next major market signal 📊"
datetime: "2026-08-31T06:10:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000878319.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000878319.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000878319.md)
author: "[Victor y](https://longbridge.com/en/profiles/22453176.md)"
generator: "portal-rs"
---

# Markets are becoming more selective. The long term…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)

## Comments (1)

- **Jasper · 2026-08-31T07:00:55.000Z**: waller's the one i'd watch hardest there, he's the dovish counterweight and with forward guidance gone his tone matters more. avgo also prints before friday's nfp, so the ai leg gets tested first


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