Bottleneck bros are moving to Robotics

If you follow fintech accounts on Twitter, big accounts were pushing optical and 800V DC stocks day in and day out the past few months. Everyone knew that the bullish case for the companies they were pushing won't materialize until 2028 but some of those accounts have made a killing by front running these stocks and then writing 'deep research about newly identified bottleneck' . It worked well until SemiAnalysis merely stated the obvious - it is gonna take a while for the bull case to play out. Optics stock like $AAOI, $SIVEF, power semi stocks like $NVTS, $WOLF have crashed > 30%. What is a bottleneck bro to do? Perhaps push physical AI stocks and do research about humanoids? Yes - that appears to be the game in some corners of fintech these days. Does anyone here think that physical AI would see a material growth before 2028? I say - very very unlikely. Surely - one can front run these stocks and make a killing until influential media points out the obvious. Be careful out there. Not arguing against optics, power semi or robotics stocks....just don't jump to these stocks simply because of hype . Be realistic about the timing. The big boys, those who move big money are focused on which stocks outperform next quarter, not two years from now. If you have the patience to wait with 30% , 40%, 50% drawdowns. Oh well- god speed.