Part of Midterm Approval Collapse · 20 stories · since Oct 14 · newest 3d ago
Nasdaq Correction Hits as AI Trade Unwinds Two Days After Midterm RallyTraders report fund liquidations amid violent AI-trade unwind
6 Nov 5 12:47 PM · 2d ago · 6 articles · 3 posts · 20 comments · 5 sources · development 6 of 6
Market participants on forums described the data-center trade being unwound within two days as a violent shock, with reports of multiple trading funds being liquidated and rumors of trouble at AI-linked investment vehicles.
“3 different pods are being liquidated that i've heard of. And the data center trade has been unwound in just 2 days is a pretty violent shock.”
chollida1Democrats 2026 midterm election winners
Donald Trump U.S. PresidentWall Street traders/investors Market participantsBig Tech / AI infrastructure companies Affected sector (hyperscalers, chipmakers, data-center builders)
The whole story articlesvideospostscomments the bright band is this development · numbered dots are the others · click one to jump
Reported in the same hours no headline names this development itself — these 4 claims were published in its stretch
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first by CNBC, 2d ago · also HN Frontpage
1 more headline
- Nasdaq plummets 4% into correction territory HN Frontpage · 2d ago
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first by KIFI-TV, 2d ago · also KRDO
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2 outlets U.S. stocks surge, and the Dow soars 1,500 points as Brent oil's price drops below $95 per barrel
first by Associated Press, 2d ago · also PBS NewsHour
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first by Bloomberg, 2d ago
What people said 22 voices · best of 24 · verbatim
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Alot going on today. a 4% drop in a day is pretty darn big.3 different pods are being liquidated that i've heard of. And the data center trade has been unwound in just 2 days is a pretty violent shock.Lots of rumors about situational awareness also in alot of trouble. I feel for this guy a bit. He did really well to get a good slug of Anthropic…
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Lots of other stocks are up big, though Most big investors aren't cashing out they're just moving their money back to the safe and stable bets. Indices will go down because smaller holders WILL cash out but established companies with safe products like Toyota are going to win.
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This always happens when Democrats come into power. More regulations means more hiring over seas, higher gas prices, and a worse economy. Clinton was the exception, because he had more fiscally conservative policies.When we were coming out of Covid, Biden just needed to ease regulations temporarily and do anything to get businesses functioning…
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All I can say is that these people interpreted Trump's words the way they wanted to interpret them rather than what he actually said.
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According to the Googles, there have been approximately 14,000 trading days since the Nasdaq Composite was founded, and it has fallen four-percent or more 147 days, meaning that we get a decline like this roughly every 100 trading days, which means about twice a calendar year, very roughly.That's newsworthy, but also not extremely unusual.The more…
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As others have said, averages aren't useful unless the behavior matches the average.If those 147 4% drops actually happened every 100 days or so then it's not newsworthy or interesting, just an occasional correction.If those 147 days happened all in a row that would mean the nasdaq dropped to 0.25% of its original value in about 4 months, which…
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It seems what happens, because of regime change, is investors will take profit moving to cash, and in the coming weeks reposition. For example, Elon is going to have to pay for Doge so he is a political loser. Moving out of SpaceX is pragmatic and expect those who do drive up demand for something else in the coming weeks.At the end of the day…
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Happens every time Democrats win office, then it slowly trickles back up. The anti-datacenter vote screws up a lot of plans but the lack of power generation had already screwed up much of them anyway. He who shouldn't be named said that all these software people are in for a rude awakening when they try to scale real world infrastructure at the…
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I understand the reason for trying to regulate data centers, but given the incredibly rapid pace of AI development and the resulting speed of social change, a temporary regulation could cause us to lose our initiative and miss the trend.China fosters it intensively at the national level through totalitarianism.In this rapid social change…
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Statistics about up and down days or particular periods of the stock market can say whatever you want, because they're so easy to cherry-pick.A more interesting stat is the current CAPE.https://www.thetrading.tools/shiller-capeIt is at levels only seen three times in the last century.
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> meaning that we get a decline like this roughly every 100 trading days, which means about twice a calendar year, very roughly.Stock volatility is typically clustered. So, we can't make this type of claim. Just like this statement is flawed: Chicago experiences below freezing weather 10% of the time, so every 10 days you see below freezing…
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April 2025, nasdaq enters bear territory: https://news.ycombinator.com/item?id=43587479It's interesting reading the panic then in the comments, and yet now the nasdaq is up 65% from those lows, even with today's drop.
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It's just diversity at work. Money is diversifying out of US corporations and flooding into other assets and markets. Expectations of the American economy's near-term future have outrun the realities on the ground, so you could say it is a diversification of expectations, too.
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If the bank collapse in Paraguay hadn’t happened today, and stocks hadn’t initially risen yesterday, I’d tend to agree with you. This is odd enough to potentially have a better explanation than everyone got happy and then sad all of a sudden.
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I wonder if Anthropic would pull its IPO plan. Considering the past few weeks, this seems like the worst period they could go public in. Not that it may get any better, but perhaps OpenAI deciding to wait next year was more reasonable.
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https://finviz.com/index/COMP?p=d I find those square visualisations valuable since they indicate both size and delta.
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Depending on how long the bloodbath goes on this could be a massive buy moment similar to: dot bomb, 9/11, 2008, covid panic.AI is not going anywhere and will only grow more and more.
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No new frontier (Astra / Fable) releases in a while. Actually none since the “pacing the frontier” post. Safety maxxers might cause an AI winter if this is what’s holding them back.
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Great! The false belief that stocks must endlessly increase in value is a cancer on society. More wealth for the billionaire class does not mean more wealth for you.
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Given the election result the AI bailout ain’t coming, combined with growing concern AI spending has gotten too forward on its skis. That’s freaking out the markets.
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Would paying for the interconnections and transmission infra have been cheaper than the sum of value lost to the market in one day?
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AI infra stocks are down more than 50% from the peak and hyperscalers stocks have underperformed the market in 1 year.
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