Today, Corning directly pulled a big bullish candlestick, making me a bit tempted. Fiber optics combined with AI indeed has a lot of imagination, but the CFO's large-scale reduction makes it hard to take action. Seagate, on the other hand, served as a wake-up call for me—hard drive manufacturers are pulling back so sharply in the AI boom, with valuations soaring unpredictably. Buying in could easily make you the 韭菜 (naive investor) getting harvested. As for Rigetti, well, it gets hyped when there's no thematic play, but once hot money retreats, it's just a lame duck stock. In this market, you really need to learn to hold back and not dive in headfirst every time the wind blows, only to look back and see memories of short-term losses.