Datacenter slowdown as bubble cure? Tech stocks slide as debate rages
oran_ge · x · 2026-11-05
A circulating US market argument holds that the AI datacenter buildout slowdown paradoxically prevents a bubble: with supply growth falling (Texas projects cut), demand can catch up. Blogger orange mocks the logic with a sarcastic 'perfect score.' The attached chart shows a broad selloff: NVIDIA -5.21%, Intel -8.01%, Tesla -9.70%, Sandisk -13.63%, Nasdaq -3.01%.
Related event: AI Data Center Slowdown Sparks Bubble Debate and Market Split(2 posts)→
More from Venture
- Ramp's November software spend: SpaceXAI, Anthropic fastest-growing vendors — annbordetsky · 2026-11-06
- Ranking 30 companies by 50,000 engineer job changes: Thinking Machines, Reflection, Anthropic top the list — deedydas · 2026-11-06
- Gary Marcus: double-digit losses hit AI stocks, CoreWeave near IPO price — GaryMarcus · 2026-11-05
- AI short-drama gold rush: 0.16% hit rate, 90% of non-top studios losing money — dotey · 2026-11-05
- Grid diagnostics startup Nyquis raises $6.3M, already monitoring 800 miles of power lines — ditzikow · 2026-11-05
- Dev hands dead project to Claude Code: 24 autonomous experiments in 3 weeks, 100x traffic — doooyle · 2026-11-05