Watchlist Update | What Am I Still Focusing On After the AI ​​Pullback?

The biggest change in the market this week wasn't the disappearance of the AI ​​logic, but rather a reassessment of valuations The Philadelphia Semiconductor Index fell nearly 8% in a single day, with popular AI stocks like MU, SNDK, and ARM experiencing significant pullbacks. Many are discussing whether the rally is over, but based on current information, it seems more like a cooling of expectations than a deterioration in fundamentals. SPCX: After falling from around 225 to around 157, it fina