Milk Man and the Milk Road Stocks analysts examine a sharp selloff in data centers, semiconductors, and the broader Nasdaq after the midterms. They debate whether Democratic oversight will materially slow data center construction, why existing compute could become more valuable, and how inflation, interest rates, and the war in Iran are shaping compressed valuations.
The team also assesses Nvidia’s leadership risk and Anthropic’s planned IPO, including the pressure that rising compute costs and falling token prices could put on frontier AI labs. Despite near-term uncertainty, the analysts expect AI infrastructure to trade higher over a six-month horizon and explain why cash-generative, asset-light businesses such as AppLovin may command greater investor attention.
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