AI stocks just got a reality check. Monday, @nvidia fell more than 3% and the semiconductor index dropped 5.9% as investors questioned whether AI spending can keep growing at the same pace. At the same time, the 10-year Treasury yield crossed 5% and oil surged, adding pressure to expensive growth stocks. Then @nvidia bounced back, moving from around $211 to $222 by the end of the week. So I would buy the dip, but spot only. The reason is simple. The market is questioning the speed of AI spending, not necessarily the demand for AI infrastructure itself. If hyperscalers actually start cutting AI capex and Nvidia's forward demand weakens, the thesis changes. Until then, this looks more like a reality check on AI valuations than the end of the AI trade. @officialmudrex