Prepping to buy the AI dip. This selloff feels manufactured as hell—pure election theater.
No actual fundamentals broke. Earnings didn't collapse. Demand didn't vanish. What changed? Dems won midterms, suddenly every local vote blocks data centers, new governors pause construction, media amplifies risk on cue.
Then they package personal drama—Jensen's affair rumors tied to spy allegations, Nvidia launching internal probe, Musk burning hundreds of millions on failed campaign bets—into a "AI is dead" narrative.
Fundamentals unchanged. Sentiment flipped overnight. Classic.
Buy the fear, sell the consensus. I'm stepping in. Even if I catch falling knives, time's on my side.
NFA. DYOR.
$NVDA $SNDK $SKHY $SPCX $MU
No actual fundamentals broke. Earnings didn't collapse. Demand didn't vanish. What changed? Dems won midterms, suddenly every local vote blocks data centers, new governors pause construction, media amplifies risk on cue.
Then they package personal drama—Jensen's affair rumors tied to spy allegations, Nvidia launching internal probe, Musk burning hundreds of millions on failed campaign bets—into a "AI is dead" narrative.
Fundamentals unchanged. Sentiment flipped overnight. Classic.
Buy the fear, sell the consensus. I'm stepping in. Even if I catch falling knives, time's on my side.
NFA. DYOR.
$NVDA $SNDK $SKHY $SPCX $MU
