Micron

Thursday's post-election selloff hit AI's suppliers, from memory makers to rented-computing clouds, several times harder than the tech giants that pay them. That split tells investors who is expected to absorb a slower AI buildout.

A five-day semiconductor slide, a $20 billion gap between OpenAI's disclosed revenue and the figure the market had priced in, and Broadcom's own CEO calling AI investors gamblers — in the same week Broadcom's co-founder quietly sold $750 million of stock.

Oracle told investors in a regulatory filing that AI adoption is shrinking its workforce — a rare admission that arrives as the company borrows tens of billions to fund the data centers doing the replacing, and short-sellers start circling.

Wall Street is modeling roughly 350% revenue growth and HBM sold out through 2027, yet Micron shares still trade near 24 times forward earnings, a sign investors are betting the shortage — not just the stock — keeps compounding.