Jul. 14 at 11:11 AM
$PENG
$MRVL
One thing I say often is: when I can buy or add to a large TAM leader that's down 25ā35%, it's often looked back on as a good opportunity.
But the other side of that is remembering every asset class can experience deep drawdowns.
Think
$AMZN during the 2008 financial crisis,
$TWLO during the SaaS selloff, or today's volatility across AI and semiconductors.
Patience matters.
If the market isn't rewarding high-quality names like
$ALAB, it's probably not rewarding lower-quality names either. Focus on fundamentals, execution, and risk managementānot emotions.
Markets reward preparation more than reaction.
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