$POET Tech(POET.US)$Coherent Corp.(COHR.US)$Lumentum(LITE.US)$Nokia Oyj(NOK.US)$Applied Optoelectronics(AAOI.US)

Suddenly dropped back today

1. The new Fed chair has taken office. There are a lot of unknowns. We don't know if he's a hawk (rate hike) or a dove (rate cut). The market hates uncertainty the most.

2. Donald Trump rejected Iran's 14-point proposal to end the war, causing oil prices and inflation to rise.

That's why it fell today, but actually, the fundamentals of all companies, what needs to be done, and AI demand remain unchanged.

Summary: Although a pullback means losing money and both I and everyone else feel scared, the whole world is falling with you right now. When all stock prices are high, you hesitate and wonder whether to chase the high. Now that they're falling, you're scared instead. Isn't that contradictory?

So adjusting positions or opening new positions is the best choice.

Not investment advice.

Longbridge - 吸金大法
吸金大法

$POET Tech(POET.US) I already said a couple of days ago that the optical communication sector would be about to rise first 🙇🏻‍♂️🙇🏻‍♂️

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