PREMARKET CROWD NOTE
PAIN SHOWED UP.
PANIC DID NOT.
After last weekโs AI bleed,
the same crowded names are bouncing premarket.
MU +2.9%
NVDA +1.3%
INTC +1.4%
SNDK +1.2%
THE CROWD GOT HIT.
THE REFLEX SURVIVED.
HEAT COOLED.
REFLEX SURVIVED.
DUMB MONEY INDEX
Just a thermometer.
๐จ Day 7 / 90 โ The Second Dip Bit Back
Retail learned the first AI dip gets rewarded.
Last night, the second one bit back.
$NVDA -4.4%
$MU -6.6%
$INTC -6.2%
$CBRS -10.1%
$SOXX -3.9%
This is not โAI is dead.โ
This is what happens when a great story becomes a crowded trade.
AI Hardware DMI: 72 / 100
Down from 87.
The heat broke.
The crowd is not cold yet.
Not advice. Just a thermometer.