AI theme stocks really have a new story every day, haha! $Synopsys(SNPS.US) had explosive earnings, but then it crashed hard. Even buybacks couldn't save it. Is the chip sector just too competitive? $Palo Alto Networks(PANW.US), $CloudFlare(NET.US) — these cybersecurity stocks finally got a breather today. They were dropping so much recently it made you question life. Now with a slight recovery, I don't dare get too greedy.
$ServiceNow(NOW.US), $Snowflake(SNOW.US) — these AI-powered IT automation and data platform companies have stable earnings and good expectations. It's just short-term sentiment killing the mood. Hard to short long-term, but the pace is really grinding...
In the end, missing out on the AI rally hurts, but being all-in risks getting trapped. It's a daily mental drain...
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