To The Moon

One of the Worst Days Ever... Forgotten in 24 Hours

Last Friday, the Nasdaq suffered its largest one-day point decline in history.

Investors panicked, AI stocks plunged and Semiconductors were crushed. Wall Street suddenly looked worried about valuations, AI spending, and interest rates.

Fast forward one trading session...

• $NASDAQ(.IXIC)$ : +0.9%

• S&P 500: +0.3%

• Dow Jones: -0.2%

The message from investors couldn't be clearer: The AI trade isn't dead. Not even close…

Every Dip Is Still Being Bought

Buy the Dip

What's remarkable about Monday's rebound is that there wasn't any major positive catalyst.

No blockbuster earnings, No dovish Fed comments, No breakthrough economic data.

Investors simply decided that Friday's selloff was an opportunity. That's a powerful signal.

Many market participants aren't viewing the recent correction as the beginning of a bear market.

They're viewing it as a reset.

AI Remains the Engine of the Bull Market

The reality is simple: $NVIDIA(NVDA)$

AI continues to drive earnings growth, capital spending, and investor enthusiasm.

And the numbers are staggering.

The iShares Semiconductor ETF is still up roughly 90% in 2026, even after last week's sharp selloff.

Think about that.

A sector can lose billions of dollars in market value in a matter of days and still be one of the best-performing investments on the planet.

That's how powerful the AI narrative has become.

Winners and Losers Can Change Overnight

Monday also highlighted how quickly sentiment can shift.

$Meta Platforms, Inc.(META)$ surged 6.5% $Tesla Motors(TSLA)$ dropped 8.2%

Just days after leading the market lower, tech was back leading it higher.

This is exactly what happens when investors are trying to determine whether a correction is the start of something bigger, or simply another buying opportunity.

This Week Could Decide the Next Move

The real test hasn't happened yet.

Markets now face a much bigger challenge: Wednesday: CPI Inflation Report

Headline CPI: +4.2% YoY and Core CPI: +2.9% YoY

Thursday: Producer Price Index (PPI) : PPI: +6.4% YoY and Core PPI: +5.4% YoY

If inflation comes in hotter than expected, investors may need to rethink the idea of future rate cuts. And that's where things get complicated.

Why Stocks Aren't Panicking About Inflation

Despite rising prices, geopolitical tensions, and concerns over interest rates, stocks continue to climb.

Why? Because investors believe two forces remain intact:

1. The labor market remains strong.

2. AI continues to boost earnings and investment spending.

As long as consumers keep spending and companies keep growing profits, Wall Street seems willing to look past almost everything else. For now, AI is still outweighing inflation fears.

The Big Question

The market just experienced:

• A historic Nasdaq selloff.

• Rising bond yields.

• Persistent inflation concerns.

• Ongoing geopolitical tensions.

And yet investors rushed back into tech almost immediately.

[Doubt] So what's your take?

1. Is this proof that the AI bull market remains intact?

2. Are investors becoming too complacent about inflation and rates?

3. Will this week's CPI report fuel the next rally, or trigger another selloff?

[Strong]Drop your thoughts below. [Salute]

One thing is becoming increasingly clear:

Every time the market tries to move on from AI...It keeps getting pulled right back in.

[Salute]

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions.

[Salute]

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