AI chip stocks have collectively crashed, and the Nasdaq is down 3.4% this week. Honestly, it’s getting pretty hard to take.
I happen to be holding three AI-related stocks: Google, Super Micro (SMCI), and AAOI. I’m completely numb 😭😭😭.
SMCI has taken the biggest hit. It’s in the AI server space, so when chip stocks get sold off, it’s first in the firing line.
AAOI makes optical modules and is tied to data centers, so it’s also been dragged down and caught up in the volatility. Google has held up a little better, but being part of the Big Tech crowd means it can’t escape when sentiment turns sour.
Honestly, this pullback came pretty suddenly. AI had gotten way overheated, and valuations had climbed too high. Now that the wind has shifted, high-valuation hardware stocks are the first to take a hit.
I’m not in a rush to add to my positions yet. I’ll wait and see where this correction bottoms out.
Anyone else holding AI-related stocks? Did you get caught in the sell-off this week? Planning to buy the dip, or keep waiting?
#AI芯片股重挫纳指周跌3.4%
I happen to be holding three AI-related stocks: Google, Super Micro (SMCI), and AAOI. I’m completely numb 😭😭😭.
SMCI has taken the biggest hit. It’s in the AI server space, so when chip stocks get sold off, it’s first in the firing line.
AAOI makes optical modules and is tied to data centers, so it’s also been dragged down and caught up in the volatility. Google has held up a little better, but being part of the Big Tech crowd means it can’t escape when sentiment turns sour.
Honestly, this pullback came pretty suddenly. AI had gotten way overheated, and valuations had climbed too high. Now that the wind has shifted, high-valuation hardware stocks are the first to take a hit.
I’m not in a rush to add to my positions yet. I’ll wait and see where this correction bottoms out.
Anyone else holding AI-related stocks? Did you get caught in the sell-off this week? Planning to buy the dip, or keep waiting?
#AI芯片股重挫纳指周跌3.4%
