I see this as a major reset in AI market expectations rather than the end of the AI growth story. The scale of the sello…

I see this as a major reset in AI market expectations rather than the end of the AI growth story. The scale of the selloff shows that investors are becoming more cautious about valuation, capital expenditure and the potential returns from massive data centre investments. I would not rush to catch the dip, especially in leveraged semiconductor ETFs like SOXL, as volatility could remain elevated. I prefer to wait for the market to stabilise, watch whether key technical support levels hold, and gradually accumulate fundamentally strong companies when better entry opportunities emerge. For Singapore banks, I will also keep an eye on their earnings and valuations rather than reacting emotionally to the red opening. AI still has long-term potential, but I believe capital preservation and patience are more important than trying to catch the bottom.