Last night, semiconductors fell almost 7%, which made me lose my temper. I was originally thinking that big companies would continue to spend money on AI, and how could I drink some soup with memory? However, the soup didn't taste, and the blame fell on me first. After looking at it, Meta's performance exceeded expectations, but it's useless. The market now thinks it's spending too much money and is asking when it can make it back. It's also quite real. Previously, spending money was called planning for the future, but now spending money is called cash flow pressure. I don't have any grandiose words here, let's continue to check the order. After all, the position is inside, and it's impossible to pretend not to care. I'm most afraid of saying that I'm optimistic for the long term and secretly opening my account in the middle of the night to take a look