Over $1T was wiped out from AI

fizzzi

03:13

Over $1T was wiped out from AI names, but the fundamentals underneath are telling a different story.

$Micron Technology(MU)$ got crushed 13% in one session, yet DRAM prices kept rising and HBM demand remains strong.

$Alphabet(GOOGL)$ raised 2026 capex while AI spending keeps accelerating.

$Meta Platforms, Inc.(META)$ kept building despite the selloff.

$NEBIUS(NBIS)$ fell from $300 to $148, while multi-year contracts pushed backlog past $40B.

$IREN Ltd(IREN)$ dropped 40%, but its $9.7B MSFT deal kept moving forward.

The AI buildout didn't stop. The panic did the damage.

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