In these two days when both semiconductors and AI chips were hammered, watching Navitas drop nearly 10% in a single day, my hands trembled and I didn't cut losses. At night, seeing executives still reducing their holdings, my mentality is a bit broken.
Astera Labs followed the downtrend and still couldn't close in the green. The AI hype feels so hollow.
Lam Research, however, withstood the pressure. In this market, closing in the green is already a win.
Just treat Tianhong Technology's correction as normal volatility. It's year-end—just hold your positions passively and don't add more stress to yourself.
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