Only invest in companies you understand, then go all in. Good companies will work hard on their own.

In 2026, apart from Google's parent company Alphabet, the other seven giants underperformed the S&P 500 for the full year; Alphabet rose 14.5% year-to-date, while the broader market gained only 8.8%.$Alphabet - C(GOOG.US)$Apple(AAPL.US)$Berkshire Hathaway B(BRK.B.US)

Valuations have fallen to their lowest, money has temporarily flowed to Korean memory, the AI industry trend has not reversed, capital expenditure is still increasing, companies are still profitable, the pullback is only temporary.

If you don't understand it, don't invest. Otherwise, if there's a 20-30% pullback, you might not be able to hold on. Currently, the memory pullback seems quite significant for many reasons, such as profit-taking after a big run-up, institutional fund rebalancing before SK Hynix's listing, and someone from Meta making irresponsible remarks. If you're bullish, just hold on. China lacks chips, the US lacks electricity, and the global memory shortage is not an empty statement. The phone, computer, and camera I'm using now are still pretty fast, but the storage becomes insufficient after a few years. As the AI wave sweeps across, demand for storage will become increasingly tight. I'm bullish in the long term.$Roundhill Memory ETF(DRAM.US)