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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: Steve203 ⎊❂🐝 HONORARY
SHREWD
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Number: of 4769 
Subject: Re: AI Stock Selloff Today
Date: 11/05/26 10:40 PM
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I wonder how long daily losses of this magnitude would have to continue before margin calls create a self-fulfilling prophesy?

Before long, the finance guys will need to factor in a slowdown of data center buildouts, and the impact on revenue. Then the guidance cuts start. I remember how Broadcom tried to hide it's guidance cut on the day after Thanksgiving, in 2000.

Of course, I could be wrong. The Naz and S&P index futures are up right now, as are some of the AI plays, in aftermarket trading.

But, just about a year ago, some of the AI big dogs started saying they wanted a government "backstop". The blowback just about burned Sam Altman's eyebrows off.

Nov. 6, 2025

OpenAI's Sam Altman backtracks on CFO's government 'backstop' talk


nbcnews.com - Openais sam altman backtracks cfos government backstop talk

What is it, about tech stocks and November?

Oh, lookee.

Stock futures fall after Nasdaq correction; Japan’s Nikkei 225 enters bear market: Live updates

cnbc.com - Stock market today live updates

Steve
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This community has written 4,762 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
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