When the market is falling, think more about fundamentals, think more about the logic of your initial purchase and holding. In the long run, the U.S. stock market is a market where fundamentals outweigh everything else.


During a major market pullback, we will find that whether it's mainstream media news feeds or social media timelines, they are full of horror stories.
But some narratives are more like post-hoc explanations for price declines, being wise after the event.
None of us have a crystal ball. Since we cannot predict price trends, let's focus on what we can grasp.
Big tech CapEx is expected to increase further next year. The latest disclosed ARR of O/A manufacturers continues to accelerate. Long-term contracts of upstream hardware manufacturers have not loosened.
Fundamentals haven't deteriorated, but prices have dropped quite a bit. As a result, U.S. stocks have become cheaper.
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