$2.3 trillion gone from the Nasdaq 100 in ONE day. Chips fell 12%, Nvidia and Qualcomm each dropped 9%+ on fears that post-midterm politics will slow data center buildouts. Hot take: the AI trade just learned it has a policy risk, not only a tech risk. If your roadmap assumes unlimited cheap compute, stress-test it now. More AI breakdowns at www.contentbuffer.com Would you rebalance your AI exposure after a drop like this, or buy the dip? #AI #Nvidia #Nasdaq #Semiconductors #DataCenters #TechNews