上周回顾：AI 仍是主线，但市场已变得挑剔

I reviewed last week's market action over the weekend, and my overall impression is that while the trend isn't over, the market has started to get picky. AI remains the strongest sector, with semiconductors, memory, and data centers continuing their momentum. Micron's (MU) earnings report was indeed impressive; demand for HBM and AI-related memory is undeniably strong there's no questioning that. However, in the latter half of the week, I could sense that capital was no longer piling in blindly like before. For stocks that had surged, people started watching closely to see who would be left holding the bag at the end. The investment thesis for MU hasn't changed, but the stock is clearly consolidating its recent gains in the short term. Nvidia (NVDA) remains the core of the AI trade, though market divergence is visible on the charts. Tesla (TSLA) is an interesting case; it feels like a technical rebound after a significant prior decline

As for my own strategy, I’m reluctant to chase highs now. Good companies remain good companies, but timing is crucial. It’s easy to get carried away when prices are surging, only to hesitate and miss the chance to buy when they pull back that’s the most frustrating scenario. Next week, I’ll still be keeping an eye on AI and semiconductors, but I’m more interested in seeing the level of buying support after a pullback rather than rushing in just because I see a big bullish candle. My plan is to observe first and wait for the right moment. Do you have any good trading strategies for next week? Perhaps we can exchange ideas

This is purely a personal review and does not constitute investment advice