$Micron Tech(MU.US)
The fear sentiment in the AI sector is starting to spread. It has to be said that hot money and institutions are quite cunning. During the most terrifying period of US Treasuries, they didn't sell off; instead, they baited longs before fleeing.
However, I will continue to hold quietly, planning to add positions on 9/20 to average down, as I can hold for the long term.
The lesson is that the sector allocation shouldn't be too concentrated, otherwise it's easy to lose one's composure.
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