A theme is emerging

At least for now consumers seems to be holding, but AI theme is faltering. We will get more clarity on the AI theme with $META, $AMZN, $MSFT earnings.

1 Like

If you listen to SMCI and NVDA it looks like it is having a set back now. AI could be in for a reset.

https://seekingalpha.com/news/4437421-super-micro-plummets-as-preliminary-q3-results-miss-by-wide-margin