The analysis highlights that current market downturns in AI and semiconductor stocks like NVIDIA and CoreWeave are driven by external factors such as prominent investor Michael Burry's short positions totaling over $1.1 billion against Palantir and NVIDIA, and a significant decline in consumer sentiment to a 20-year low. Burry's short positions, representing 80% of his portfolio, are viewed as short-term price action bets rather than long-term value judgments, potentially inducing self-fulfilling market drops. The University of Michigan's November 2025 consumer sentiment survey results indicate extreme pessimism, with the overall index at 50.3 and current economic conditions at 52.3, suggesting reduced consumer spending and lower corporate revenues. The analysis emphasizes relying on data, not gut feelings, for investment decisions. Key indicators for timing aggressive investments include the CNN Fear & Greed Index, S&P 500's momentum relative to its 125-day moving average, and the VIX volatility index. Currently, the Fear & Greed Index is at 21 (extreme fear). The S&P 500's current level is above its 125-day moving average, and the VIX is below 30. The strategy suggests waiting for the VIX to approach 30 and the S&P 500's momentum to fall below its 6-month average to signal optimal buying conditions. Three stocks identified for long-term bullish potential, based on discounted cash flow models, are Amazon (AMZN) with a fair value of $294.90 (20% upside from $244.41), Meta Platforms (META) with a fair value of $1,136.62 (81% upside from $621.71), and CoreWeave (CRWV) with a fair value of $424.83 (300% upside from $104.01). These companies are selected due to their strong fundamentals in consumer spending and the AI sector, with CoreWeave particularly noted for its 207% year-over-year revenue growth and NVIDIA's substantial investment.