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@moomoo

A Smarter Option for trading options, stocks, ETFs, now crypto*! moomoo.com/moomoo-social-…
New Jersey, US moomoo.com Joined August 2018
245 Following 15K Followers 4.8K Posts

Latest posts 5

moomoo @moomoo
【Moo News】
Big Tech has the money to build AI data centers. But can it get the permits and power?

The Nasdaq plunged 5.5% on Nov. 5, while the Semiconductor Index (solana:5XqMbyZbtse5UQUzgrYMpeWLWLR6BWFqUm5H3VAWpump) lost over 12%, as concerns over AI infrastructure restrictions rattled Wall Street.

The timing matters.

According to SemiAnalysis, roughly 75% of planned 2027 data center capacity additions across 20 tracked U.S. states are already under construction. But much of the 2028 pipeline has yet to break ground.

That leaves future GPU and infrastructure orders more exposed to permitting delays.
Historically, 9 of 10 Nasdaq corrections in our study were followed by gains over six months. But a rebound is far from guaranteed.

AI demand may still be strong. Turning investment plans into operational capacity is becoming a different challenge.

Explore our full analysis and historical market data: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
moomoo @moomoo
【Moo News】
Same brutal selloff. Very different recovery stories.

Our 12-year backtest reveals a striking gap in how markets recover from extreme single-day declines.

After drops of at least 4 standard deviations:
• 73% of index-level events fully recovered within 20 trading days.
• Only 32% of individual tech stock events did the same.
Why such a big difference?

A sharp index decline may reflect broad market panic. A single-stock plunge could signal a more lasting reassessment of the company's fundamentals.

And the biggest drops weren't necessarily the slowest to recover. What happened after the selloff mattered more.

A falling price doesn't tell you how long the recovery will take.

Explore our historical analysis of $SPY, $QQQ, and seven major tech stocks: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.