Thursday's U.S. stocks were hammered! Buy the dip in Nvidia now, or buy Microsoft and Google? Here's the answer!

Nvidia fell 9%, AMD plunged 17%, and the Nasdaq tumbled 5.52%. In this market, the question investors are most torn over is: Should they buy the dip in chip stocks now, or turn to tech giants?
My view is that it’s worth looking at the two asset classes separately.
Chip stocks have the advantage of long-term growth potential from demand for AI computing power, but short-term changes in valuations, order expectations, and capital spending could all bring significant volatility.
Tech giants such as Microsoft and Google have cloud computing, software services, and mature business ecosystems. Their revenue streams are relatively diversified, and their cash flow is also worth watching. However, they too face pressure over returns on AI investment and valuation adjustments.
If I had to choose, I would prioritize researching tech giants with stable fundamentals and ample cash flow, while gradually monitoring valuation changes among leading chipmakers with strong fundamentals.
Of course, this doesn’t mean tech giants won’t fall, or that chip stocks have no chance to rebound.
The market has offered an important reminder: Don’t assume that just because something rose yesterday, it will definitely rise tomorrow. The biggest investment mistake is treating past winners as eternal winners. #美股史诗级抛售 $AMD