---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000781950.md"
description: "I agree that the recent pullback looks more like a reset in expectations than the end of the AI investment cycle. Markets tend to overreact whenever sentiment shifts, especially after such a strong rally. As long as AI infrastructure spending and enterprise adoption continue to expand, quality companies with strong execution should still deliver attractive long-term returns.For me, volatility is part of investing rather than something to fear. Instead of trying to predict every short-term move, I'd rather stay focused on fundamentals, maintain disciplined position sizing, and use sharp pullbacks to gradually build positions in companies I have conviction in. Over time, patience usually matters more than perfect timing.$Micron Tech(MU.US)$Samsung Electronics (SSNGY.US)$SK Hynix(SKHY.US)"
datetime: "2026-07-08T05:42:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000781950.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000781950.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000781950.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I agree that the recent pullback looks more like a…


### Related Stocks

- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
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- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**