I'm still positive on the long-term AI infrastructure story because demand for HBM, enterprise SSDs, and AI servers hasn't changed. What changed is sentiment and valuation. After such a big run, a healthy pullback isn't surprising, and it's a reminder that risk management matters.
For now, I'm staying patient instead of trying to call the bottom. If the fundamentals stay intact, I'd rather accumulate quality names gradually than panic over one bad week. Short-term volatility is simply part of long-term investing.
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