Wild day. Nasdaq is down around 6% and officially in correction territory. The AI names are getting hit the hardest: - Nebius -18% - Micron -16% - AMD -16% - CoreWeave -55% over the last 30 days From what I've read, the fear is that the new Democratic Congress brings stricter regulation that could slow down the AI data center buildout. That would hit the infrastructure names (CoreWeave, Nebius, chipmakers) more than the big tech companies themselves. What I can't figure out: Is this a real change in the AI story, or just the market pricing in a worst case that might never happen? New rules take time to pass. Is anything actually wrong with these companies, or is it just sentiment? Qualcomm had its own bad guidance, but most of the others didn't release any bad news today. Does this look like 2000 to anyone else? The internet was real and the stocks still crashed. AI can be real and the prices can still be too high. Are you buying this dip, waiting, or getting out of AI completely?
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