7 AI infrastructure inventory exceeds 20 %, exceeding semiconductor defeats, because Deepseek UPDENDS Investment Investment Piece

In the past two years, AI prosperity has exacerbated historic rally in semiconductor and infrastructure inventory DeepseekChina’s open source AI model.

although Nvidia Corp. NVDA Has the headline news at a market price of $ 600 billion (the largest single -day loss in the history of the US market) and triggers a decline of 7.8 % Ishares semiconductor ETF SoxxIn the AI ​​infrastructure inventory, this pain is even more serious, which has soared in the military reserve competition in AI -driven capital expenditures.

The electricity that once rode AI Euphoria, cooling and data center giants by more than 20 %, because investors re -evaluated the sustainability of the industry’s unremitting expenditures.

“The reason why Monday’s technology sells is so shocking that many AI and technology companies have no error range. In the end, excessive valuations are always a problem, but when it is combined with excessive valuation, basic news is basic news. Become a high level. ” David Bahnsen, David Bahnsen, Chief Investment Officer of BAHNSEN Group.

In the past two years, stocks, power and network -related stocks are some winners of AI prosperity. They were hammered on Monday because investors began to question whether the unremitting expenditure of AI infrastructure was really sustainable.

The leader of the data center cooling Verte soared by 251 % in 2023, while another 136 % in 2024 pushed the cooling demand of the roof with the calculation load of the AI ​​drive. However, because the expansion of the data center may slow down, the stock on Monday fell nearly 30 %, which marked the worst day since February 2022.

Vistra is one of the largest power suppliers. It has been betting, that is, the power demand of AI -driven power will continue to soar. Monday’s selling overwhelmed this narrative, and the stock fell 28 %, which was the worst day’s decline in the company’s worst day since its listing in 2017.

In 2024, Vistra returned 257 % to shareholders Palantir Technologies Inc. PLTREssence

ASTERA LABS, which is engaged in AI workload chips, was released in 2024 and quickly received 154 % of products because its products were essential to AI data centers. However, the ROUT stock on Monday plummeted by nearly 30 %, which is the worst decline since the company’s IPO last March, because investors are worried about the callback of the AI ​​server deployment.

Comfort Systems is an HVAC and engineering solution provider of commercial buildings and data centers. It has soared construction demand related to AI. However, as the AI ​​company has potential expansion now, the stock has fallen by 26 %. This represents the worst day since October 1999.

Arista Networks is a leading supplier for high -speed network devices for cloud providers. With the growth of AI -driven upgrades, it almost doubled in 2023. However, as Deepseek’s efficiency has improved the question of high -end AI network demand, the stock has fallen by 22 %.

GE Vernova, an energy derivative of GM, benefited from the electrification trend of AI -driven, with a growth rate of 185 % in 2024. However, as the demand of the data center is expected to cool, the stock price fell 21.5 %.

The constellation of nuclear energy leaders has always been a key bet on long -term AI power demand, and 91 % of people have risen to 91 % in 2024. On Monday, CEG shares fell 21 %, which is the biggest decline in the company since the IPO in 2022-investors have suspected of causing doubts among investors. More than AI real energy needs.

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