Overdue correction for AI bubble
Many welcome the drop as a reality check on debt-laden, overvalued AI firms, though others warn a full collapse would hurt ordinary people far more than the wealthy.
Buy the dip
Some see a buying opportunity, citing hardware makers at low P/E or Cloudflare as infrastructure that survives regardless; skeptics counter with Cisco and Sun after the dot-com peak and Cloudflare's 39x revenue.
Politics as cause, or just narrative
Commenters debate whether the election flip, lost bailout expectations, and data-center ballot measures drove the sell-off, or whether the media is oversimplifying a correction already underway.