I agree that the recent pullback looks more like a reset in expectations than the end of the AI investment cycle. Markets tend to overreact whenever sentiment shifts, especially after such a strong rally. As long as AI infrastructure spending and enterprise adoption continue to expand, quality companies with strong execution should still deliver attractive long-term returns.

For me, volatility is part of investing rather than something to fear. Instead of trying to predict every short-term move, I'd rather stay focused on fundamentals, maintain disciplined position sizing, and use sharp pullbacks to gradually build positions in companies I have conviction in. Over time, patience usually matters more than perfect timing.

$Micron Tech(MU.US)

$Samsung Electronics (SSNGY.US)

$SK Hynix(SKHY.US)