This round of AI + semiconductors is absolutely crazy, MRVL, COHR, NVTS, AXTI are all going wild one after another, the market is giving opportunities, but every time I think about chasing, I hesitate. Even old storage stocks like STX are riding the AI wave, but I still miss the days last year when I was beaten down to the point of questioning life.
The main trend is clearly AI + semiconductor materials, can't hold on and can't catch up, whatever, feels like I'm missing the boat no matter what I buy.
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