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Olivia Rose
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If this is round one of AI valuation cuts, $BTC rarely escapes round two — Nasdaq -10% from its Oct peak and semis -11% in a day is the risk-off that dragged $BTC $80,960 → $75,558. $BTC fell less than Nasdaq, but if data-center funding dries up, semis lead lower. $75,000 support, $77,770 then $80,000 resistance. AI bubble bursting or just a correction? Comment 👇 #Bitcoin #BTC #Crypto #Trending #OKXOrbit
夏木KRIS
U.S. stocks plunge! The AI bubble burst may have just begun.
On November 5th, U.S. stocks faced another sharp sell-off, with the Nasdaq plunging over 5% intraday, the S&P 500 dropping more than 3%, and the semiconductor index falling about 11% at one point.
The Nasdaq has fallen more than 10% from its October peak, officially entering a technical correction range.
The most dangerous aspect of this decline is that the market is starting to question the core logic that supported tech stock valuations over the past two years.
Tech giants like Microsoft, Google, and Meta continue to expand AI capital expenditures, with hundreds of billions of dollars flowing into data centers, GPUs, and power infrastructure, but how many years will it take to recoup these investments?
In the past, simply announcing increased AI investment could boost stock prices. Now investors are recalculating profits, cash flow, and debt costs.
What’s more troubling is that U.S. inflationary pressure remains, and the high interest rate environment is not over.
I worry that what we are seeing now may only be the first round of valuation adjustments.
If tech giants start cutting capital expenditures next, the impact could ripple from AI software companies all the way to chips, servers, storage, and power industries.
If this round of the AI bubble really starts to burst, today’s plunge may just be the prelude. $BTC $ETH $QQQ
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