Jul. 2 at 8:12 PM
WE ARE IN AN AI TRADE BEAR MARKET 🐻
(% from ATH) 🔴🔴🔴
$CRWV $81 (-55%)
$AAOI $117 (-47%)
$IREN $38 (-44%)
$LITE $725 (-31%)
$NBIS $209 (-30%)
WHAT ARE YOU BUYING??
The AI sector has experienced a meaningful pullback, but I see it as a normal correction within a high-growth theme, not the end of the AI story.
CRWV, AAOI, IREN, LITE, and NBIS have all fallen sharply from their highs, yet the long-term demand for AI compute, optical networking, memory, and data center infrastructure remains intact. Every major bull market has included deep corrections, and those periods have often created the best long-term opportunities.
I'm focused on whether fundamentals continue to improve—not just short-term price action. For long-term investors, corrections often bring both risk and opportunity.
If you could buy only one AI stock on this pullback, which one would you choose? Share your thoughts in the comments!
