
I've been following all three, and I'm really a bit confused. APLD's earnings turned positive, but it still couldn't stop the crazy plunge. It was rising and then suddenly pulled a U-turn. Confidence is as fragile as last night's salt-baked chicken. Hesai is quite interesting though, securing an exclusive deal in Southeast Asia and being a tech leader. It's just that the market's enthusiasm for it is far less than for AI and big data. Unity is truly heartbreaking, having fallen for 7 consecutive days. It feels like even the AI hype can't save the game engine now; clearly, capital has no interest at all. I need to handle my current positions with a zen-like attitude recently, otherwise, it's really going to be internal friction.
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