Pretty much everything's been destroyed in 2026.
Fintech stocks like $HOOD $SOFI $SHOP and others took a huge hit since the beginning of 2026.
$PLTR got cut in half before rebounding.
Many software stocks like $NOW were hammered during the first half of the year.
$TSLA went to $300 so people can call for $100 to sound smart a few months ago.
People have been scared of #Bitcoin and #Ethereum throughout the entire 2026.
They've been destroying #Gold and #Silver all year, but because they've ran up so much for 3-4 years straight, they could be further beaten down more.
AI plays got destroyed last month and are trying to find their bottom after majority of people have given up on them.
The Hang Seng index were enjoying stellar years in 2024 and 2025 but had a horrible 2026.
Small caps $IWM were destroyed over the last few months after running a bit hot earlier in the year.
$NVDA could be the final pin to drop before the brutal correction of 2026 is over.
All of this is happening while ISM manufacturing PMI and copper/gold ratio are telling us that economic expansion is slowly happening since the beginning of 2026.
It's almost like they wanted to destroy everything and deleverage everything before a proper run-up in 2027 and beyond.
@StockSavvyShay@grok Is this bad for semiconductor and adjacent companies? Will GPU production be forced to slow down due to inability to fully power up?
$ASTS may be getting pulled deeper into the carriers satellite strategy after $T COO Jeff McElfresh publicly highlighted its FCC approval to test Grain Managementโs 800 MHz spectrum.
The band matters because Grainโs 800 MHz sits next to AT&T and Verizonโs 850 MHz holdings making it a natural fit for broader carrier-backed D2D service.
What really stands out is McElfresh saying the progress โbuilds on our announced satellite-connectivity joint ventureโ which suggests ASTโs testing could be tied directly to how that shared spectrum strategy comes together.
Six weeks ago I bought these $MSFT 2028 leaps as accelerating revenue, massive Azure demand & rising Copilot adoption collided with support at 50-month SMA.
That fundamental dislocation backed by one of techโs strongest enterprise moats has now paid off as the options doubled.
Go listen to $AMZN and $GOOGL earnings calls and try to make the argument that Capex is slowing down anytime soon
Bet you canโt
Why would Amazon slow Capex spend with the amount of demand they are seeing for AWS?
They said they expect AWS to become a TRILLION dollar business
My increasingly strong opinion is that compute is the biggest moat in AI.
Scientific breakthroughs donโt stay secret for long. Papers get published, researchers move, ideas leak, open source catches up. Give it enough time and almost everyone has access to roughly the same algorithms.
What doesnโt diffuse nearly as fast is the ability to run 10x bigger training runs, collect 10x more RL experience, serve billions of inference tokens, and iterate faster because you can afford thousands of experiments in parallel.
Scaling compute is brutally hard. Itโs GPUs, power, substations, networking, cooling, land, permits, supply chainsโฆ and hundreds of billions of dollars. You canโt just decide to build that overnight.
The more I look at the industry, the more it feels like the frontier is less about having one genius idea and more about who can compound compute the fastest. Scaling laws reward whoever can keep scaling. Thatโs a very hard moat to replicate imo!