Nasdaq plunged 5.5% overnight! Has the AI bubble finally burst? Nvidia and AMD both plunged, and the real danger may only just be beginning!

U.S. stocks really taught investors a lesson this time! On Thursday, the Nasdaq plunged 5.5%, Nvidia fell nearly 9%, and AMD plunged about 17%, sending the entire chip sector into free fall. Some say this is short-term deleveraging; others say the AI bubble is finally about to burst. I think both are true, but what’s even more concerning is that market logic is changing. In the past, anything associated with AI could send valuations soaring; now investors are starting to ask: When will the several hundred billion dollars spent on data centers actually pay off? If returns on AI investments can’t keep up with capital expenditure, even the most compelling growth story will be marked down. Short-term panic could spark a rebound, but the repricing of AI industry valuations probably won’t be over in a day. The stock market isn’t a wishing well; it can’t keep rising on stories alone. #每周来晒 and #美股史诗级抛售 $AMD