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I casually asked AI to find some AI industry chain stocks that have been discussed more recently on X and are around 100 in PE:
$LITE, $AAOI, $AXTI, $NOK , $XFAB,
$MRVL, $AXTI, $SOI , $SIVE
I have a bold prediction: these stocks will experience 1-2 waves of correction in June (~30%), and we can revisit them in July.
The narrative is there, but the financial reports/capacity haven't reflected it yet. It's not a one-time thing; buy again in July.