I think the market is becoming increasingly sensitive to valuation, profitability and the sustainability of AI spending.…

I think the market is becoming increasingly sensitive to valuation, profitability and the sustainability of AI spending. Sea’s 43% revenue growth is certainly impressive, but revenue growth alone is not enough if margins continue to come under pressure. For NVIDIA, I remain constructive on its long-term AI prospects, although I would rather see some stabilization before adding aggressively. Meanwhile, the hotter CPI and renewed Fed rate hike concerns could keep volatility elevated across markets. I prefer to stay patient, focus on fundamentals and accumulate quality companies selectively during meaningful pullbacks rather than chase short-term rebounds. Consistency over noise!