I've not been a fan of the bottleneck AI companies as they were already clearly seeing capital rotating from them into the rest of the market since the Summer. But this is a crazy sell off, even in the new political picture we're in now. Not sure where these bottom out but NVDA is now trading at a 13x forward P/E (or 19 for 2027) which is crazy low even if you think the datacenter build out slows down drastically. Obviously you could get some P/E compression if these the earnings really slow down but still, a lot of froth was already taken out of them. Anyways, my long term stock holdings are mostly in ETFs with some individual names on the side like AMZN, META etc. These are multi year holds so nothing changes there. But I will be closely looking at how this (primarily) AI bottleneck company sell off continues and might start shopping at some point. Many of these were hot & overextended this year, yes. But still very bullish AI in general for the next decade ahead. So if you get some fire sale discounts it's always good to watch closely. NFA, just sharing my thoughts on the market.