COHR, AAOI, TTMI all crashed today, this tech hardware pullback is really brutal. I just want to ask: why did you all run so fast when you had profits? They were super hot recently with decent earnings, but still couldn't withstand the profit-taking pressure.
Honestly, looking back, not selling at the peak was clearly overconfidence. Now we can only stay zen and tough it out - the semiconductor supercycle is still intact, but the short-term sentiment is just terrible.
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