Nvidia, which had just risen 2.29% yesterday, fell another 1.5% overnight.
The Democrats’ sweep of both chambers was confirmed overnight, and Texas’s new governor also vowed to put the brakes on data centers.
Interestingly, the panic lasted only half the night: Nasdaq futures narrowed their losses from 2% to just 0.3%.
I think the variables in AI infrastructure have changed: before, we only factored in demand and orders; now we also have to factor in Washington’s mood 🏛️.
For the first time, shovel sellers have to pay attention to the political winds to make a living.
$NVDA
The Democrats’ sweep of both chambers was confirmed overnight, and Texas’s new governor also vowed to put the brakes on data centers.
Interestingly, the panic lasted only half the night: Nasdaq futures narrowed their losses from 2% to just 0.3%.
I think the variables in AI infrastructure have changed: before, we only factored in demand and orders; now we also have to factor in Washington’s mood 🏛️.
For the first time, shovel sellers have to pay attention to the political winds to make a living.
$NVDA
