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🚨 The volatility of the U.S. stock market is now even higher than that of the crypto market. In just two days, SanDisk gained 42.4%, while SK Hynix surged 40.7%. Market sentiment is changing faster than most investors can react. My view remains unchanged. 1️⃣ The AI revolution is not a bubble. It is a massive redistribution of capital. Over the past few years, many AI-related companies have multiplied in value. A correction was inevitable. However, the fundamentals remain strong: • Microsoft continues to expand its AI revenue streams. • SK Hynix is increasing capital expenditures. • Demand for HBM memory keeps growing. All of this suggests that AI infrastructure development is still accelerating. 2️⃣ I believe this is a recovery rally rather than the beginning of a new long-term bull market. Two things need to happen before a sustainable uptrend can begin: 📌 The Federal Reserve needs to start cutting interest rates. 📌 AI investments need to generate consistent profits rather than simply increasing capital expenditures. For now, high interest rates, elevated energy prices, and geopolitical uncertainty continue to weigh on market liquidity. The hardest part of investing is not predicting the direction of the market but staying disciplined while everyone else is driven by emotion. $SNDK $SKHY $XMU