Nvidia’s selloff feels driven more by fear than fundamentals. Broadcom’s stumble and geopolitical tensions gave investors an excuse to take profits, but the underlying AI demand story remains intact. Unless there’s evidence that hyperscaler spending is slowing or AI infrastructure demand is rolling over, this looks like a healthy correction in a crowded trade rather than the end of the AI bull market. The risk isn’t collapsing demand—it’s whether expectations had simply gotten too far ahead of reality.
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