@Thompson_Clive1 Finally, someone dared to explicitly say they would avoid INTC I had been hesitant before. Among this group of stocks, I’m most bullish on ANET and COHR I’ll be gradually adding to my positions, as I see a long runway for them through 2028
Savage selloff in AI stocks — far worse than what $QQQ implies.
The reason: none.
Semis and Neoclouds are getting hit especially hard, including $SPCX.
The AI trade remains highly emotional on the bear side, driven by a deep belief that we’re “in a bubble.”
The problem: we are not. Massive amounts of cash continue flowing into hyperscalers and semis every quarter.
The bear thesis is that this will stop at any moment — but we see across the board that demand for intelligence keeps rising. If you understand first-principles economics, it’s not surprising why.
A ray of hope is $TSLA , which is holding up quite nicely. Merger premium and Cybercab scaling are both in effect.