Did you notice The U.S. stock market that everyone was celebrating half a month ago hasn’t actually seen much fundamental change since then? Aside from Micron’s stellar earnings report giving it a last-minute boost, even the non-farm payroll data was positive for the fundamentals. So why is this drop so brutal? Meta selling off excess computing power doesn’t mean AI demand is decreasing— the market is clear on this point. This is clearly panic selling, emotional selling. For these hot money targets, funds come and go quickly. Wait for some positive fundamentals, find an oversold opportunity, go all in, and just wait to count your cash. #MAmerica #KHYNIX #SNDY