The AI infrastructure sector, especially in the US, generally needs to wait for a slight shift in the Democratic Party's stance on AI. For example, the party might become more moderate rather than making such public "idiotic" statements before buying in. Of course, if the market continues to decline sharply in the short term, especially at this pace, there is a need for short covering and a rebound. At that point, you can look for opportunities to buy in, or place orders in advance.