Today I saw a news report:

"Buffett invests $10 billion to support AI infrastructure development."
Many people interpret this as "the AI bubble theory officially ending," but I believe the market needs to stay calm.
Recently, positive news about AI themes has been released intensively, and market sentiment continues to heat up, even with some retail investors increasing their positions in AI concept stocks through financing or borrowing. When market expectations are highly aligned and funds are flowing in rapidly, it often also means that short-term volatility risks are accumulating.
Buffett's investment indeed reflects his optimistic outlook on the long-term development of AI infrastructure, but this does not mean that related stocks will only rise and not fall in the short term. When market sentiment is overly optimistic, any news that falls short of expectations can trigger profit-taking and price corrections.
Entering June, I believe more attention should be paid to valuation and risk management, rather than being carried away by market sentiment. Frequent positive news does not necessarily mean risks have disappeared; instead, it could be a sign of increased volatility.