None of these stocks make me feel completely at ease. ANET just came up with something new, talking about the campus market, and it actually went up. Do you really think this can last? I'm actually skeptical in my heart, but I don't say it out loud, and my hand is still hesitating. LRCX hit a new all-time high, but then the entire sector fell together. It was hyped so much before, and now it's pulling back 3% in minutes, just following the broader market. AMAT even broke through during the session. Analysts are bold enough to talk up AI, but it seems no one cares what's been spooking chip equipment lately. The geopolitical stuff has been talked about for a long time, yet a pullback is still inevitable. The ones stealing the spotlight are these two: Astera Labs, with analysts raising the target price to 195, still surging—data interconnect chips. Feels like the news about Amazon woke everyone up and pulled it back up. The market acts like only they can profit from AI. AAOI also rode Amazon's name with an 800G transceiver and somehow still closed with such gains. Maybe I don’t believe it, but I still hesitate to act. Pressing the button feels kinda ridiculous 😂