Yesterday, basically anything that touched AI got smoked on the heels of the DeepSeek news. NVDA was down ~17%, power providers like CEG were down 20% (remember: a huge piece of the recent power boom has been driven by AI demand, so anything that hits AI is awful for them), and companies that had huge data centers that had the potential to convert to AI were smashed as well (for example, APLD and IREN, two bitcoin miners hoping to convert to AI data centers, were each down ~25%).
Always good to read your insights !!