Anyone else separating the AI narrative from the actual price action right now?

the long term AI story hasnt changed. data centers are still being built, enterprise spending is up, chip demand is growing. but short term the price action is brutal. basically everything AI related got crushed last week.

im trying to figure out which stocks are dropping because of sentiment vs which ones actually have deteriorating fundamentals. some of these companies are posting 40%+ revenue growth and still getting sold off 15-20%.

how are you guys thinking about this? are you looking at technicals, fundamentals, or just waiting for the dust to settle?