$Vicor(VICR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Sterling Construction(STRL)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ "Don't try to time the market" is a bitter pill to swallow after the last 2 weeks. Big money pulls the rug, retail gets caught, and it stings.
That said, the window where panic-selling and trying to time a lower re-entry made sense has probably closed.
The stratospheric AI run set unrealistic expectations of relentless green days, and this has been a rude awakening. But zoom out: where are these companies in 6–12 months?
Look at what happened after Trump's "Liberation Day" tariff panic cleared—stocks ripped right back up. The core AI infrastructure thesis hasn't changed. Time to switch off the screens, tune out the noise, and let the cycle play out.
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