MarsBit published a technology-focused item titled “Rate hikes are not the tech killer, EPS is: a keep-the-strong, remove-the-weak strategy after the AI theme selloff.” The core message is that higher interest rates should not be treated as the only factor weighing on technology stocks or technology narratives. Instead, EPS, or earnings per share, is placed at the center of the strength-versus-weakness filter.
The item describes the response to a sharp decline in the AI theme as a process of selection within the same broad narrative. In that framing, names without EPS support fall on the weaker side, while areas with earnings-per-share backing remain on the stronger side. The provided source text does not include individual stocks, index levels, percentage moves, or a detailed trading plan, so this article preserves only the strategy framework and the judgment expressed in the MarsBit headline.