โอกาสที่ภาค AI จะปรับฐานดูสูงขึ้นในช่วง Q3

I'd argue some of that pullback already started last week. The biggest issue is that many of these 'AI' companies are just tech companies with an AI narrative, and the market's finally sniffing that out.

I'm inclined to agree with your assessment. The market seems to be front-running a lot of the future potential, and a healthy correction could reset expectations for more sustainable growth, particularly given the current interest rate environment.