YOFC

Political and regulatory headwinds may delay hyperscale data center builds, creating a short-term valuation reset for high-multiple chipmakers. However, underlying AI compute demand remains structural. Dip-buyers can utilize the pullbacks as strategic entries, while domestic bank earnings offer cash-generative ballast.

expensive stocks are looking much cheaper now. after so long, finally a big and timely correction just nice with all the news or reasons as per global/us sentiment? time to buy the dip? or wait for next recovery confirmation? do your own due diligence.

Mid Term election ends 1 day, AI stock dive into the sea, last night, all the 3 indexes in the US sold off heavy.

It’s been a bad few weeks to be holding AI stocks with all the price plunges. Think we might be slowly entering a bear market if we aren’t in one already.

The sharp decline across major US indices reflects growing concern that political resistance could constrain AI infrastructure expansion. Texas’s proposed pause is significant given the state’s role in attracting data-centre investment. The sell-off suggests investors are reassessing whether projected AI capital expenditure can proceed at its expected pace, raising risks for data-centre operators, utilities, semiconductor suppliers and related technology companies. However, political opposition does not necessarily mean AI investment will stop; projects may face delays, higher costs or relocation rather than cancellation. The key issue is whether these developments translate into reduced orders and weaker earnings guidance across the AI supply chain.

This is the sale everybody has been waiting for! When the baby gets thrown out with the dirty water, grab the babies! Save them! 😆

Woohoo! Its the great great sale! Logically, if prices are so low, people buy! But sentiments are funny. It makes you not want to buy. Ask yourself one question. Has fundamentals changed? 😁

The market is on sale now and it has reflected the potential changes which may not materialize.

Seems like Blue’s win doesn’t seem to sit well with investors.

Though historical data shows market goes back to normalcy after that as people don’t really care

Too many events happening - earnings, Iran war, mid term elections, high capex for AI. There might be even more bottoming for tech stocks as prices ran up too fast so now it is in a correction territory.

Ngl had panicked when all the major tech names kept plunging. What I’m gonna do is to dca into etfs instead of individual stocks for now ☺️.