AI stocks like Nvidia, Micron, and Sandisk have been blown up, but keep this in mind

Brian Sozzi · Executive Editor Sun, November 8, 2026 at 6:01 AM PST 3 min read

I come to you today as a humble servant of the business and investing world with both good and bad news.

First, the sprinkles of good news, because I think we can agree we need something uplifting after watching the market get torched, blown up, and shredded to pieces in the aftermath of the blue wave.

Nothing changes in D.C. overnight, if at all. Companies' fundamentals are what will drive their stock prices in the long term. I don't think the fundamentals of companies have been destroyed this week, at least not to the extent that would warrant some of the sell-offs we witnessed.

A Hut 8 (HUT) data center build-out isn't getting a work order stoppage today that will derail the fourth quarter numbers.…