Compute Demand Surge vs Chip Stock Selloff Disconnect
JOBhakdi · x · 2026-07-18
Despite AI chip-related cloud providers like Nvidia facing severe compute shortages—forcing quota systems and frequent price hikes—related concept stocks have recently suffered a selloff. The author finds the divergence between strong fundamentals (surging profits) and falling stock prices absurd, dubbing it "AI derangement syndrome" and viewing it as a rare, generational buying opportunity.
Related event: AI Chip Stocks Plunge Despite Strong Demand and Record TSMC Earnings(2 posts)→
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