登録して招待リンクを共有すると、動画再生報酬と紹介報酬を獲得できます。

Melvin
@MelvinInvests
AI Analyst @MilkRoadAI | Finding opportunities across AI, photonics, defense, space, and tech.
参加 June 2026
239 フォロー中    33.6K ファン
I know the market has been absolutely BRUTAL lately, especially for those of us invested heavily in AI, semiconductors, and other high growth stocks. But I think it's important to put what's happening into perspective. Right now, investors are dealing with inflation, elevated bond yields, Iran war, Midterms, concerns about AI spending, and uncertainty around how some of these massive infrastructure investments will be financed. In 2020, the S&P 500 collapsed roughly 34% during COVID, only to recover its losses within months. In 2022, the Nasdaq fell more than 30% as inflation surged and the Federal Reserve aggressively raised interest rates. Many investors genuinely believed the technology trade was finished. Yet the market eventually recovered and went on to make new highs. Now, I'm not saying every beaten down stock will recover, because plenty won't. And I'm certainly not saying we've reached the bottom. But history has repeatedly shown us that some of the greatest long term investment opportunities have appeared during periods when investor sentiment was at its worst. And that's exactly why I bought the dip. I genuinely believe we're living through one of the greatest technological advancements in human history. AI is going to fundamentally change how we work, how businesses operate and how the global economy functions. But that doesn't mean the journey is going to be a straight line higher. There are going to be plenty of bumps along the way. There will be corrections, periods of uncertainty, companies that fail and moments when investors begin questioning whether the entire opportunity was overhyped. We've seen this happen during nearly every major technological revolution, and I don't expect AI to be any different. My long term conviction in AI infrastructure hasn't changed. The demand for compute, memory, networking, and power isn't suddenly disappearing because stocks are selling off. And building wealth in the stock market is NOT easy, if it were, everyone would be rich. Everyone wants the massive returns, but very few people are willing to endure the volatility, uncertainty, and patience required to get there. Of course, conviction alone isn't enough. You still need to manage risk, understand what you own, and recognize when the fundamentals actually change. But I'm not going to let a few difficult weeks in the market distract me from an investment opportunity I believe will play out over the next decade. Think in decades, not days.
もっと見る