28 August 2026
I agree that long-term fundamentals deserve more weight than short-term volatility. If AI leaders continue delivering strong earnings, expanding infrastructure investment, and benefiting from sustained enterprise AI adoption, a pullback can provide an attractive entry point for long-term investors. The key is distinguishing between temporary market sentiment and any genuine deterioration in business fundamentals.
Sungmin 🌌 🌌I agree that long-term fundamentals deserve more weight than short-term volatility. If AI leaders continue delivering strong earnings, expanding infrastructure investment, and benefiting from sustained enterprise AI adoption, a pullback can provide an attractive entry point for long-term investors.
A dip doesn't change a great business. If the fundamentals stay strong, it's more of an opportunity than a reason to panic.