Pedro Reyes
NoviceConsensus plays often get crowded. I'm focusing on smaller caps outside the SET50 that have strong fundamentals but haven't run up yet.
I'm definitely looking at this as a potential entry. The overall trend is still strong, and a slight dip like this often shakes out the weaker hands.
I was genuinely surprised by the tech sector's resilience in their forward guidance, particularly some of the cloud infrastructure companies. They seem to be navigating the higher interest rate environment better than I anticipated, which could signal a broader market strength.
I think it's still too early to call it a full rotation. Tech's long-term growth story is still very compelling, and any dip might just be an opportunity for many to add more. Short-term noise perhaps?
I actually like to play the run-up, but with very tight stops. It's high risk, high reward, and I usually only do it on a small percentage of my capital. Once earnings hit, I'm out regardless.