I casually pulled around, and today the global technology stock market is experiencing a cooling trend. The semiconductor sector in South Korea has fallen quite badly, and the KOSPI index almost triggered a circuit breaker mechanism. This adjustment is actually not that scary. It's not that the AI trend has cooled down directly. I think it's more like rushing too aggressively and having too many profit chips. When encountering a little external disturbance, you can understand it as funds withdrawing from popular tracks to catch their breath. The sharp decline in the Korean stock market this time is mainly due to several overlapping factors: hawkish expectations from the Federal Reserve have emerged again, and there are indications that interest rates may be raised three times. The market is concerned that the pace of interest rate cuts will slow down, which will naturally put pressure on technology valuations. But this statement is actually not supported by any hardcore new data (important economic data will only be available on Thursday), and the futures market currently sees a high probability of no interest rate hike in July. In South Korea, individual investors are playing with leverage aggressively, using leveraged ETFs to surge against companies such as Samsung and SK Hynix. When they rise, they feel good, but when they fall, they are also aggressive. In addition, discussions on tax reform, regulatory tightening, pension fund sales, and foreign investment have combined to amplify the pullback. However, I still say that the fundamentals of the AI mainline have not wavered. The construction of data centers in large factories is still ongoing, and the demand for AI model training is not interrupted. The order logic for chips, memory, and servers is all in good condition. As long as these core things don't suddenly change, the long-term direction of the industry will still be there. Key targets such as SMU, INTC, and TSM, in my opinion, this pullback has become a more obvious opportunity to enter the market. The stock market gods also believe that now is a good time to enter the market!!! I will focus on these places for the next few days Has there been a significant decline in orders and performance guidance for AI companies Has the capital expenditure plan of major companies slowed down What is the attitude of the Federal Reserve and how will Thursday's data go Will the tax reform and leveraged ETF regulation in South Korea continue to ferment If there are no significant negative changes in these points, then it is highly likely that this time it is a normal wash up of funds and emotions, not a trend reversal. On dips, you can lay out DYOR. DYOR, this is the current and final opportunity!