Temporary excessive drop will lead to a sharp rebound

Don't believe things like this;
it is more important to see if the fundamentals have been broken.
Capital has been flowing into AI globally, and it is still doing so...
Even before every NVIDIA quarterly announcement, even if they say expected margins are not good this time,
they are still robust.
The timing to pull out of stocks is
the moment news comes out that unit margins or capex are no longer being maintained.
In the AI industry,
it started with semiconductors and GPUs,
and once this reaches a tipping point, it will move to AIDC, such as Neo Cloud.
When AIDC reaches its limit,
I believe the focus will shift to power supply due to shortages.
So, it is better to look at the reality of which stage we are currently in.