$NVDA $AMD $MU: AI Selloff or Once-in-a-Cycle Buying Opportunity?
South Korea's stock market crashed -8.5% overnight.
$SK Hynix, Inc.(HXSCF)$ and $Samsung Electronics Co., Ltd.(SSNLF)$ led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$UBS Group AG(UBS)$ says 60% of companies are now curbing AI spending, shifting to cheaper models including open-source Chinese options like DeepSeek and Qwen.
This is a buying opportunity. Global AI compute demand isn't going anywhere. This is a shakeout, not a top.
Best AI infrastructure plays, and how far each sits from its 52-week high:
$Micron Technology(MU)$ -17.7%
$SanDisk Corp.(SNDK)$ -14.0%
$NEBIUS(NBIS)$ -21.0%
$Meta Platforms, Inc.(META)$ -23.2%
$Microsoft(MSFT)$ -33.1%
$Alphabet(GOOGL)$ -6.0%
$NVIDIA(NVDA)$ -16.5%
$Advanced Micro Devices(AMD)$ -7.5%
$Intel(INTC)$ -10.8%
$Broadcom(AVGO)$ -25.4%
$Marvell Technology(MRVL)$ -18.0%
$Bloom Energy Corp(BE)$ -13.8%
$Vertiv Holdings LLC(VRT)$ -17.2%
Still extremely bullish. Generational wealth gets made in stretches like this, for the people who stay focused.
Big themes I'm not losing sight of: quantum, space, energy, AI supply chain, robotics.
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- LEESIMON·00:10🩷GoodLikeReport