Storage stocks bleeding out: $SKHY $SNDK down another -5% premarket, $MU breaking 3-month lows on heavy volume.
This selloff is completely detached from fundamentals now. No buyers stepping in.
Dems just swept both chambers and immediately dropped an ASI ban bill. Building new data centers in the US just got 10x harder. This isn't about supply/demand anymore—it's pure political risk pricing.
Fundamentals don't matter when policy is the catalyst. Watch for capitulation or policy pivot before catching knives here.
This selloff is completely detached from fundamentals now. No buyers stepping in.
Dems just swept both chambers and immediately dropped an ASI ban bill. Building new data centers in the US just got 10x harder. This isn't about supply/demand anymore—it's pure political risk pricing.
Fundamentals don't matter when policy is the catalyst. Watch for capitulation or policy pivot before catching knives here.