🚨 AI Selloff = Noise, Not Fundamentals

Last week’s AI-led selloff in U.S. equities was driven by fear, not facts:

1️⃣ An emotional misinterpretation of Broadcom CEO’s comments by sell-side analysts

2️⃣ The “China EUV Manhattan Project” narrative — more headline hype than near-term reality

👉 Neither factor materially impacts fundamentals over the next 6–12 months.

What matters now 👇

📈 AI stocks are broadly rebounding, even the weakest names like Oracle (despite debt concerns).

📊 This kind of broad recovery usually signals panic exhaustion and a local bottom.

💡 Nasdaq-100 has already fully retraced the losses caused by those bearish headlines.

Why this matters for crypto 👀

ETH behaves like a tech-beta asset, and its correlation with the Nasdaq-100 remains high.

If tech stabilizes and resumes its uptrend, ETH and high-quality alts are likely to follow.

👍 Like if you’re watching ETH + Nasdaq together

💬 Comment if you think risk-on is returning
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