I see the $Alphabet(GOOGL.US) selloff as a potential opportunity, but I would not rush to buy the dip just because the s…

I see the $Alphabet(GOOGL.US) selloff as a potential opportunity, but I would not rush to buy the dip just because the stock has fallen sharply. The market is becoming more selective about AI spending, especially when massive capex starts putting pressure on free cash flow. I would rather wait for clearer signs that revenue growth and profitability can justify the investment. For me, protecting capital and getting a good entry price matter more than catching the first bounce.

I am also keeping an eye on $Apple(AAPL.US) and $AMD(AMD.US) next week, as both could offer opportunities depending on their earnings and forward guidance. I remain bullish on the long-term AI and semiconductor themes, but I prefer to accumulate gradually during meaningful pullbacks rather than chase momentum. My approach remains the same: stay patient, diversify, and let fundamentals guide my decisions. Consistency over noise!