Since 2026, the stock price has more than doubled, even reaching a 26-year high (breaking the peak of the 2000 internet bubble), with short-term gains being too rapid, leading to profit-taking + "buyer exhaustion" directly triggering a pullback. The daily decline once approached nearly 7%, dragging the entire chip sector to adjust together.

Additionally, there are two supporting factors:
• Inflation data exceeded expectations, and everyone is worried that data center spending might slow down
• Some analysts remind: although AI server business is warming up, foundry business is still burning money, and fundamentals haven't fully caught up with the stock price
Currently, I see Intel: this wave isn't a fundamental collapse, but a typical high-level shakeout. The rapid rise inevitably needs to take a breather, but the long-term logic (AI servers + foundry recovery) is still there.
Do you think this is a short-term correction, or is the high-level risk truly starting to be released?👀