Cognex was on fire today, soaring straight up +36% to the sky. Anyone who missed this wave of machine vision hype is going to regret it for a while. I was too slow; I was still hesitating whether to chase it a couple of days ago, and now I can only watch others feast. Celestica, despite all the AI tailwinds, ended up plummeting. Got caught right in the trap and got schooled by the market again, feeling like cutting my losses. Old-timers like AT&T and Sony are so stable it's almost boring; holding them won't bring any big surprises. Amphenol, on the other hand, has been quietly outperforming the market. That's just how the market is: those who don't move wait for the wind, those who move get struck by lightning. Lol.