The point that resonated with me most was the distinction between a short-term top and the end of a long-term bull market. Many investors mistake every correction as the collapse of the AI thesis, but valuation resets are a normal part of secular growth cycles. That matches how I've been viewing the recent semiconductor pullback.
I also found the discussion on the HBM supply gap insightful. As AI models continue to grow, advanced memory remains a key bottleneck. Despite short-term volatility, I believe the long-term demand for HBM and high-performance DRAM remains strong.
My biggest takeaway is to separate price action from business fundamentals. Rather than reacting emotionally, I prefer to focus on industry trends and supply-demand dynamics. Corrections often create opportunities for patient long-term investors.
$Micron Technology(MU)$ $SK hynix(SKHY)$
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