Google’s earnings report was 100% above expectations.

That’s not what I said.
All institutions think so.
So AI investment also hasn’t slowed down.
Now the market’s pricing for semiconductors is the same.
The reason for the pullback is simply that it has already risen too much.
Time will correct the downturn; AI infrastructure is far from over.
We’re still in a tech bull market.
In a tech bull market, you must buy the leaders—leaders hold up better and the drawdown experience is better.
Wait until you buy pseudo-tech and can’t withstand it, and then you’ll end up cutting losses.
Only AI hard tech will pull the market up again.
The suffering of the pullback requires patience to hold.
Keep buying $smh