The market is experiencing a powerful upswing: infrastructure for artificial intelligence is growing, demand for bitcoin from the largest corporations is intensifying, and gold and silver are showing a confident rally. However, as practice shows, even the strongest long-term trends do not negate the cyclical nature of assets.
Take a look at the dynamics of chip manufacturers. Micron Technology soared 700% in a year, Sandisk by more than 4000%, and SK Hynix raised $26.5 billion through a U.S. listing. But this was followed by a sharp pullback. A similar situation occurred with the corporate giant Strategy (formerly MicroStrategy): after its peak, its shares lost about 80%, and the premium to the value of bitcoin reserves shrank almost to the NAV level. Even silver, which surged in January 2026, then crashed by almost 50%.
Key takeaway: demand from Amazon, Google, SpaceX, and other AI infrastructure giants is a powerful driver, but it does not cancel out market corrections. Investors who focus only on loud trends often forget that any asset overheats and then enters a revaluation phase. Bitcoin, despite growing corporate interest, is also subject to these cycles.
My comment: The chip and cryptocurrency market is not a straight line of growth, but a wave with inevitable downturns. Successful traders understand: even the hottest trends require discipline in risk management and readiness for deep drawdowns. Strong fundamental factors are not a guarantee, but merely a foundation for a long-term strategy where corrections are not an anomaly, but the norm.