Dare Obasanjocarnage4life@mas.to
Nov 5, 2026, 3:47 PMInvestors are selling off chip stocks as if there will never be a data center built again.
Replies
Cassandrichdalias@hachyderm.ioNov 5, 2026, 3:47 PM@carnage4life Sweet!!!
Michelle HughesMegaMichelle@a2mi.socialNov 5, 2026, 4:00 PMScreenshot from a stock page. Red line go down for Nvidia, Marvell, Intel, Micron Technology, Broadcom, and AMD.
LarsBorisLarsBoris@mastodon.onlineNov 5, 2026, 4:05 PM@carnage4life disagree, they were over priced off the AI hype. Expectations are meeting realities, finally.
marymessallmarymessall@mendeddrum.orgNov 5, 2026, 4:19 PM@carnage4life They can build a lot of datacenters with the chips they have already pre-ordered or bought and stored in warehouses, as I understand it. And in fact they have already borrowed a LOT of money to pay for those chips and that building. The question is whether the demand will be there, to make those data centers profitable once they are built.
Michele Adducimadduci@mastodon.socialNov 5, 2026, 4:19 PM@carnage4life more PC components for consumers
ChrisASprinkleofSage@mastodon.socialNov 5, 2026, 8:09 PM@carnage4life free chips and salsa are back!
Nov 5, 2026, 9:10 PM@carnage4life The DJIA experienced one hell of a bout of whiplash in the last 36 hours.