Business fundamental, free cash flows and earnings growth matters the most in the long run

$NVIDIA(NVDA.US)$ $Taiwan Semiconductor(TSM.US)$ The market is the most rational in the long run. The market will eventually rotate back to mega-cap tech stocks once they see that they are oversold or they are undervalued. The megacap have the strongest fundamental, largest economic moats, and the most competitive products and services in their industries. They are the market leaders. Many of them are near-monopolies. They earn the most profits and free cash flows each years. So I'm not too worried about the current market rotation. This market rotation is giving us more opportunities to buy the dip.