Jul. 16 at 8:36 PM
I'm still bullish on
$NBIS and
$INTC, but no AI stock is immune when the entire sector gets sold.
Nothing has fundamentally broken-this looks more like broad risk-off selling than company-specific weakness.
Meanwhile, the catalysts keep coming:
•
$CLSK landed its first HPC contract.
•
$NBIS secured a
$1B deal with Reflection AI.
•
$WULF signed a 20-year agreement with Anthropic.
When leaders like
$MU, SNDK, and MRVL are also under pressure, higher-beta AI names naturally take a bigger hit.
The silver lining? Broad washouts often create the best buying opportunities. My AI shopping list is coming soon-and there are some incredible discounts worth watching.
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