The recent pullback in technology and semiconductors has been quite impactful, with$VanEck Semiconductor ETF(SMH.US) plummeting and directly hitting investor confidence. But to be honest, looking at the longer cycle, these ETFs are essentially top performers collectively taking a hit after rising too much earlier, though the AI trend remains unchanged.$Ark Innovation ETF(ARKK.US) has been on a roller coaster this year, and I’ve almost gotten used to it—ups and downs, highs and lows, I’m numb to it. 3033.US in Hong Kong stocks is the same story, with short-term sentiment fluctuations being too intense. I’ve decided to take it easy and save some ammunition for after the Lunar New Year.