Since June 25, AI hot stocks in the U.S. stock market have basically been cut in half. Stocks like MRVL and SNDK would need to rise at least 70% to return to their previous highs. Honestly, in the short term, sentiment has already hit rock bottom. Planning to bet on a rebound—there should be an opportunity here. The logic behind the U.S. stock market's rise is pretty clear: it's driven by business fundamentals and the future market size and demand. Many U.S. stock experts have already analyzed this, and the fundamentals haven't changed at all. This is a phase of deleveraging and market correction. For the AI sector, if your cost is low enough, just hold long-term. If you bought in at a high price, reduce some positions during the rebound. In the AI sector, the most elastic rebounds are still in storage, especially SNDK and MU.