Morgan Stanley dropping red flags: Semi and AI datacenter stocks aren't done bleeding yet. More downside coming.
If you're still holding chip plays from the 2023 rally, brace for impact. The correction that started isn't over—MS sees further pullbacks ahead.
This matters because:
• AI infrastructure narrative drove massive runs in 2023-2024
• Semiconductors = leading indicator for tech risk appetite
• If chips roll over harder, crypto AI tokens likely follow
Watch $NVDA $AMD closely. When tradfi AI stocks capitulate, degen AI coins ($TAO $RNDR $FET) usually get nuked 2x harder.
Not financial advice but maybe don't ape into AI alts right now.
If you're still holding chip plays from the 2023 rally, brace for impact. The correction that started isn't over—MS sees further pullbacks ahead.
This matters because:
• AI infrastructure narrative drove massive runs in 2023-2024
• Semiconductors = leading indicator for tech risk appetite
• If chips roll over harder, crypto AI tokens likely follow
Watch $NVDA $AMD closely. When tradfi AI stocks capitulate, degen AI coins ($TAO $RNDR $FET) usually get nuked 2x harder.
Not financial advice but maybe don't ape into AI alts right now.