---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37133252.md"
description: "I just don't understand why these AI leaders keep falling one after another. PATH was just reported to have increased positions by institutions, but it ended up dropping -3%. Weren't they supposed to lead the way in the coming years? Maybe I'm just too impatient. The most ridiculous one is TEM—right after the CFO cut losses, it immediately showed me a -4%. I was just thinking about buying the dip, but my heart sank halfway. Analysts keep arguing about whether valuations are high or low, but honestly, I'm already numb. TTD is almost at its bottom. The company has so much cash it's almost embarrassing, yet the stock price still looks disdainful. All those target prices are just floating in the air. Who would've thought Cloudflare could rise 80% last year? But institutions act whenever they want—should I make a move... Shopify should be the safest? It only dropped a little, and people keep saying it's good for long-term holding. Why do I still feel uneasy? Does everyone really have confidence? 🙃"
datetime: "2025-12-15T07:46:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37133252.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37133252.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37133252.md)
author: "[KCC1101](https://longbridge.com/en/profiles/7200482.md)"
---

# I just don't understand why these AI leaders keep …


### Related Stocks

- [PATH.US](https://longbridge.com/en/quote/PATH.US.md)
- [TEM.US](https://longbridge.com/en/quote/TEM.US.md)
- [TTD.US](https://longbridge.com/en/quote/TTD.US.md)
- [NET.US](https://longbridge.com/en/quote/NET.US.md)
- [SHOP.US](https://longbridge.com/en/quote/SHOP.US.md)

## Comments (1)

- **奇迹的交易员cola · 2025-12-15T14:51:00.000Z · 👍 1**: I feel very at ease, following the market trend. If it's a loss, so be it. Actually, just asking two questions would suffice: Is AI a bubble? Yes, but the real question is, what is the output of this bubble? Ultimately, it still comes down to productivity, right?​​The first question is: What do you