it still really doesn’t make sense that all of this was started because of $Coreweave(CRWV.US) bonds or even Anthropic’s…

Oct 15, 2026 at 06:35 PM

it still really doesn’t make sense that all of this was started because of $Coreweave(CRWV.US) bonds or even Anthropic’s numbers not being as strong

obviously the hot CPI and PPI didn’t help

but for $SMH to take an 11% drawdown in a week pushing most high beta growth down 30-40% feels like there’s a deeper story

maybe it’s regular midterm volatility as well but still many questions with no answers as to why we flipped this aggressively

Source: amit

Coreweave

USCRWV

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