basically every AI stock got hammered last week. i track about 55 of them and literally only one closed green (ARM at +0.3%). everything else was down 10-20%.
curious what everyone's doing here. are you buying the dip or sitting on cash until things stabilize? i picked up some ARM on monday and its already up 10% but im not sure if thats just a dead cat bounce or actual strength
the way i see it the underlying demand for AI infrastructure hasnt changed. data centers are still being built, chips are still shipping, training runs are getting bigger. but the market doesnt care about fundamentals when fear takes over
whats your move? holding, buying, or staying out?