The semiconductor market is getting more and more ridiculous. Lumentum surged directly, and I was hesitating whether to get on Wolfspeed before the market opened. The silicon carbide concept is slowly warming up. The resentment from cutting losses last year is still a thorn in my heart. AMAT and Lam Research continue to hit new highs. I thought it had risen too much before and didn’t dare to chase, and now it’s another series of 'what ifs.' Western Digital actually stood up too, all thanks to AI as the lifeline. Complaining about the market’s lack of logic but can’t help but FOMO—who understands?