Retail investors judge car prices but never stock value: AI selloff framed as leverage-driven, not thesis-driven
ivan_bezdomny · x · 2026-11-06
Quoting stevehou's take that "AI is almost certainly not over" and the recent selloff was caused by return-chasing retail tourists piling on leverage — with any income shock (AI ROI, midterms, anything) able to trigger it — investor ivanbezdomny argues retail customers can judge quality vs. price for cars or coffee but never apply that thinking to stocks. The market got ahead of its skis, but the AI story itself has barely begun, stevehou contends.
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