I’ve been investing for a while, but I’m still learning how different market cycles work.
I’m mostly a long term investor, and like many people here, I have a decent amount of exposure to AI and tech stocks. The recent weakness in the sector has caught my attention, and I’m trying to better understand what’s driving it.
I keep seeing discussions around interest rates, valuation concerns, rotation into other sectors, and whether expectations around AI growth have become too high.
What I’m trying to figure out is how experienced investors are looking at this moment. Is this mainly a normal pullback after a strong run, or is the market starting to price in a different outlook for tech?
I’m not looking for stock picks or a prediction of where prices go next. I’m just interested in hearing how people are thinking about their positions during periods like this.
For those who have been through previous tech selloffs, what signals do you usually pay attention to?