It was quite a day for hot AI

It was quite a day for hot AI stocks. $Cerebras Systems(CBRS)$ up 18%, $Intel(INTC)$ up 11%, $Applied Optoelectronics(AAOI)$ up 11%, $Micron Technology(MU)$ up 10%, $Astera Labs, Inc.(ALAB)$ up 9%.

If you panicked and adjusted your portfolio during last week's consolidation, today's explosive price action is a masterclass in staying long high-growth names. The moves felt institutional: newly listed AI chip firm CBRS surged nearly 20% on a wave of Buy initiations, while ALAB and MU saw ~10% breakouts driven by relentless compute and HBM demand. AAOI rode the 800G optical acceleration wave, and even heavily consolidated INTC printed an 11% bounce. The secular AI liquidity trend remains intact.

Looking at this broad tech rally, do you regret getting shaken out last week, or did you hold and even add on weakness?

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