🚨 AI BLOODBATH: Chip stocks just had their worst day since March 2020.
The post-election rally is gone in 24 hours. Investors fear a Democratic Congress could slow the AI data-center buildout, and the selling spread to every sector.
📉 Nasdaq -5.3% (intraday), now in correction
📉 S&P 500 -3.9%, worst day since April 2025
📉 Chip ETF SOXX ~-11% | $AMD $MU ~-15% | $NVDA $AVGO ~-8%
😱 VIX spiked to 28, highest since March
🟢 Bull case: AI capex and earnings haven't changed overnight. Jobless claims are near 1969 lows, productivity jumped 3.6%, and Fed hike odds fell to ~70%. Policy-fear selloffs often overshoot.
🔴 Bear case: Regulatory risk to data centers is real, valuations were priced for perfection, and the Nasdaq just broke into correction with momentum to the downside.
Is this the AI dip to buy, or the start of a bigger reset? 👇
$NVDA $AMD $MU $AVGO $SPX500 $NSDQ100 $TSLA $AAPL $MSFT $AMZN $META $GOOG $BTC
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