Seth|11月 05, 2026 15:17
🚨 US tech just wiped about $1.3 trillion in the first 30 minutes of trading.
Nasdaq 100 is down about 3.9%.
AMD -12%
SNDK -15%
WDC -13%
NBIS -13%
QCOM -14% (worst day since 2020)
TSLA -10%
NVDA -5.6% (lowest since April)
Yesterday's blue-sweep relief rally? Already gone.
Dem data-center risk plus a chip hangover, and December Fed hike odds still around 80%.
How much more AI premium comes out from here?
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