Another day for tech small caps. AI sector stocks like Navitas and Innodata are falling so hard it's nerve-wracking, while looking back, Celestica has been soaring all the way. I just caught the falling knife of AI data processing with my left hand, and missed the main upward wave of platform rotation with my right hand. It's impossible not to be zen about it... I can only console myself: this AI story is truly competitive and truly grinding. You really need some guts to play this game. But the bull market logic is still there. After such a big drop, I'm even thinking about averaging down, especially since Astera Labs is so stable now. A reckless move might actually be bottom-fishing for a future ten-bagger.