Jul. 31 at 10:44 PM
Retail investors just sold technology stocks at the fastest pace since 2019.
Roughly
$650M of net selling hit the market in a single session—the weakest retail flow in 1,757 trading days.
Names under pressure included:
$NVDA
$AMD
$PLTR
$IREN
$NBIS
CRWV
The interesting question isn't who sold.
It's who was willing to buy.
Periods of peak fear often create opportunities for long-term investors, but only if the underlying fundamentals remain intact.
History has shown that institutional investors often step in when sentiment becomes extremely negative—but that doesn't guarantee an immediate rebound.
Extreme pessimism can mark an important turning point.
The key is separating temporary panic from permanent deterioration.
That's where the biggest opportunities are often found.
