In Reply to: Ai and chip stocks getting crushed posted by russsmith on November 05, 2026 at 12:34:13
I would be careful about reading too much into a single day's market movement. The market can be irrational at times, reacting more to short-term narratives and investor sentiment than to a company's long-term earnings potential.
That is why we have 2 narratives a day apart from each other.
> Anybody connected to Ai or chips is getting absolutely hammered.
It's absurd to think that investors in these sectors are getting hammered because of a single day's market movement.
In the past 5 years
Investment Five-year return
Nvidia +575%
AMD +255%
Taiwan Semiconductor +264%
Apple +137%
Company 5-year return
Apple +137%
Alphabet +97%
Meta +89%
Microsoft +72%
Amazon +53%
S&P 500 +74%
You destroyed if you were in chips and did just fine if you were in AI.
You sound like someone warning against the internet or railroads. Some companies went out of business but overall, that's where you wanted your money to be.