Today's market is really unbearable to complain about. Semiconductors (NXPI, LRCX) once again showed "beautiful earnings but the stock price dropped." High inventory means cuts, and analysts' buy calls still follow market sentiment. A blue-chip stock like SPGI directly crashed 11%, citing an upgrade to Mobility standards, but the market showed no mercy. On the other hand, clean energy stocks like NEE rose against the trend on the back of AI hype, though it's unclear whether it's a fake trend or real gold. Watching the portfolio drawdown with a sigh, I can only comfort myself: trends and main themes change every day, just take it easy and stop dancing to the ups and downs.