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🔴MOMENTUM STOCKS ARE UNRAVELING AT THEIR FASTEST PACE SINCE THE GREAT FINANCIAL CRISIS: Goldman's US High Beta Momentum basket is on track to fall -23% this month, its worst monthly decline in 17 years, when it fell as much as -34% in its steepest month. This basket tracks volatile, high-beta momentum names, with stocks like Nvidia, $NVDA, Super Micro Computer, $SMCI, Palantir, $PLTR, D-Wave Quantum, $QBTS, and Navitas Semiconductor, $NVTS, among the names contributing most to its moves. These stocks are also among the most favorite of retail investors. This comes as investors increasingly question whether AI hyperscalers are overbuilding their capacity. The most speculative corner of the AI trade is unwinding at a furious pace.