The market today is really hard to describe in a few words. Watching GDS Holdings drop 7% directly made my heart race. AI infrastructure is being hyped to the skies, but the stock price brings you back to reality. Looking back at Haisai Group, it recovered a bit last week by riding the AI wave, but the volume was too small, so many missed the boat, and those who chased in probably aren't feeling great either.

$Red Cat(RCAT.US) The drone sector wasn't dragged down by the tech market sentiment, but having its rating cut is still a bummer. Innovation Day will be about whether they can come up with something new. As for $Astera Labs(ALAB.US) , a major shareholder actually cashed out and it got on a negative list. Buying in now is really for the daredevils. Just watch from the sidelines. This market wave is too unpredictable.