🚨 The AI Trade Is Facing a Reality Check The semiconductor selloff is deepening as hotter U.S. inflation fuels rate-hike fears and investors reassess the cost of financing the AI boom. 📉 NVDA: $217.10 | -5.13% 📉 MU: $879.45 | -6.59% Both stocks are trading below their key moving averages, signaling persistent downside momentum. Beyond macro pressure, concerns over China's memory-chip advances are adding another challenge for the sector. Is this a temporary valuation reset or a deeper reassessment of the economics behind AI infrastructure? Watch Treasury yields, chip earnings, and AI spending commitments for the next signal.
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