Guys, take a look at this 👀 Last week saw a record-breaking sell-off of tech s… · @0xzxcom · TwKit

@0xzxcom

Guys, take a look at this 👀 Last week saw a record-breaking sell-off of tech stocks by institutional investors at Goldman Sachs. The "long AI, short everything else" trade that was so crowded is starting to unwind, and investors are no longer buying just the AI story—they now want to see actual revenue from all that massive capital spending 📊 There are headwinds too: projected 1.1T USD in AI capex next year, but power shortages are expected to hit 40-50GW, plus high-leverage cloud players are facing financing pressure. The AI trade is now being tested on actual deliverables and returns, not just hype. That said, spot AI computing power prices keep climbing on strong demand, and some beaten-down assets in electrification, aerospace and transportation are starting to look attractive again 👀

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