AI infra stocks keep crashing even as earnings and projections look fine
andrewgwils · x · 2026-10-21
AI researcher Andrew Ilyas (andrewgwils) mocks the ongoing selloff in AI infrastructure stocks with sarcasm: the market is pricing in a future where AI won't matter and earnings reports and projections are terrible — "oh, wait." The point: market sentiment has diverged from infra companies' actual fundamentals.
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