WEEK AHEAD | OCT 19–23 AI infra down ~16% in a week while the WMT/KO crowd gets to enjoy their weekend. Fair enough Nasdaq lost roughly 4.5%, SPX around 2%. Optical names and neoclouds got properly rinsed, and by Friday software was getting dragged down with semis too. Monday’s early bounce is nice. I’m still watching whether it survives the cash open.
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