The AI boom is eating away at the market share of traditional tech stocks. But has the market truly understood the logic behind it? Many investors may only see the short-term hype around technology, overlooking deeper issues—when funds flood into AI-related sectors, those former tech blue chips are being revalued. The problem is not that AI itself is not worth paying attention to, but whether we have fallen into a binary investment trap. The overall market sentiment is shifting rapidly, but rational allocation strategies are often drowned out by emotions.