The market is throwing a massi

The market is throwing a massive tantrum.

Aside from $Micron Technology(MU)$ , the major indexes, and mega-cap semis, almost everything has crashed. Photonics plays like $AXT Inc(AXTI)$ / $Silver Verde May Mining Co., Inc.(SIVE)$ and space stocks like ASTS / $Rocket Lab USA, Inc.(RKLB)$ are down 40% in a month.

AI leaders like $Palantir Technologies Inc.(PLTR)$ and software names like $Salesforce.com(CRM)$ have seen heavy corrections.

This feels like a classic margin liquidation overshoot, triggered by fears of a hawkish Fed rate hike.

In the long run, fundamentals always override liquidity shocks. I'm still highly bullish on the macro AI infrastructure buildout and the upstream AI capex beneficiaries.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Photonics plays like <a href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$&nbsp;</a> / <a href=\"https://ttm.financial/S/SIVE\">$Silver Verde May Mining Co., Inc.(SIVE)$&nbsp;</a> and space stocks like ASTS / <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> are down 40% in a month.\nAI leaders like <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> and software names like <a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a> have seen heavy corrections.\nThis feels like a classic margin liquidation overshoot, triggered by fears of a hawkish Fed rate hike.\nIn the long run, fundamentals always override liquidity shocks. I'm still highly bullish on the macro AI infrastructure buildout and the upstream AI capex beneficiaries.\n<img src=\"https://community-static.tradeup.com/news/f3bbc7c319d34a7eb90dfd4a7bb50005\" tg-width=\"1260\" tg-height=\"1008\">\n<img src=\"https://community-static.tradeup.com/news/ae100099466549c6a413baa34958ea62\" tg-width=\"1228\" tg-height=\"1039\">\n<img src=\"https://community-static.tradeup.com/news/23c51dfd208a430b93aa875317d91747\" tg-width=\"1208\" tg-height=\"940\"></body></html>","htmlText":"<html><head></head><body>The market is throwing a massive tantrum.\nAside from <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>, the major indexes, and mega-cap semis, almost everything has crashed. Photonics plays like <a href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$&nbsp;</a> / <a href=\"https://ttm.financial/S/SIVE\">$Silver Verde May Mining Co., Inc.(SIVE)$&nbsp;</a> and space stocks like ASTS / <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> are down 40% in a month.\nAI leaders like <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> and software names like <a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a> have seen heavy corrections.\nThis feels like a classic margin liquidation overshoot, triggered by fears of a hawkish Fed rate hike.\nIn the long run, fundamentals always override liquidity shocks. I'm still highly bullish on the macro AI infrastructure buildout and the upstream AI capex beneficiaries.\n<img src=\"https://community-static.tradeup.com/news/f3bbc7c319d34a7eb90dfd4a7bb50005\" tg-width=\"1260\" tg-height=\"1008\">\n<img src=\"https://community-static.tradeup.com/news/ae100099466549c6a413baa34958ea62\" tg-width=\"1228\" tg-height=\"1039\">\n<img src=\"https://community-static.tradeup.com/news/23c51dfd208a430b93aa875317d91747\" tg-width=\"1208\" tg-height=\"940\"></body></html>","text":"The market is throwing a massive tantrum. Aside from $Micron Technology(MU)$ , the major indexes, and mega-cap semis, almost everything has crashed. Photonics plays like $AXT Inc(AXTI)$ / $Silver Verde May Mining Co., Inc.(SIVE)$ and space stocks like ASTS / $Rocket Lab USA, Inc.(RKLB)$ are down 40% in a month. AI leaders like $Palantir Technologies Inc.(PLTR)$ and software names like $Salesforce.com(CRM)$ have seen heavy corrections. This feels like a classic margin liquidation overshoot, triggered by fears of a hawkish Fed rate hike. In the long run, fundamentals always override liquidity shocks. I'm still highly bullish on the macro AI infrastructure buildout and the upstream AI capex beneficiaries.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/579090838593656","repostId":0,"isVote":1,"tweetType":1,"viewCount":318,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["RKLB","SIVE","PLTR","CRM","AXTI","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":605,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/579090838593656"}