Buddy, should we run?


Yesterday, Meta began considering selling excess computing power, and the entire AI industry chain started to totter. Micron and SanDisk first fell 10% as a salute. Today, Korean stocks, especially SK Hynix, lived up to expectations and plummeted 10%+.
The moment of fear for retail investors has arrived: Is the AI infrastructure bull market coming to an end?
Previously, it was unease + secret joy during the rally.
Now, it's panic + hesitation during the crash!
Run or not run?
A question from the depths of the soul!
Although subsequent interpretations from various aspects of the market were positive, the computing power gap has been confirmed to still exist from multiple aspects!
Although Micron's earnings report was so explosive!
But the market is sensitive, fragile, and suspicious!
Perhaps only the Q2 earnings report can provide reassurance!
In the end, it's because it had risen too much, beyond what retail investors imagined, and at the slightest wind, they choose to run first!
It shows that the market has reached a stage:
At least it needs a correction!
Continuing upward, confidence insufficient!
Closing positions and leaving, yet reluctant to part!
So what to do? Just fluctuate and adjust!
In the Year of the Wu Fire, and currently in the Wu month, fire is at its peak, naturally it will be accompanied by big fluctuations!
For long-term, keep optimistic, just hold!
For short-term, if you think you can handle it, go trade the swings!
Investing, every day's suffering is a form of practice!
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