Yigol
Yigol|Aug 04, 2026 08:51
Planning to keep an eye on US stocks tonight. AI bounced back a bit yesterday, but I didn’t add to my position. The reason is simple: US stocks are no longer trading based on earnings reports but on whether AI can sustain high growth over the next year. Recently, tech stock performance hasn’t been bad overall, but the market is starting to focus more on profit margins and returns on capital expenditures, rather than just revenue growth. On the other hand, BTC has caught my interest more. The price is still fluctuating, but the Dollar Index hasn’t continued to strengthen significantly, and market sentiment hasn’t worsened further. If ETF funds start flowing back in later, I’d prioritize adding BTC rather than chasing AI. No trades today. Waiting for the right opportunity!
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