AI stocks selloff worse than QQQ implies; author argues the bubble thesis is wrong
JOBhakdi · x · 2026-10-30
The author notes a savage selloff in AI stocks — far worse than QQQ implies — hitting semis and Neoclouds (including $SPCX) hardest, driven by bear conviction of a bubble. He pushes back: hyperscalers and semis keep taking in massive cash quarterly, demand for intelligence keeps rising, and first-principles economics doesn't support the bear thesis. $TSLA holds up nicely on merger premium and cybercab scaling.
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