$Ambarella(AMBA.US) fell -11%, which was particularly eye-catching. The small-cap visual chip stocks were the first to bear the brunt of the AI hardware pullback; $Dell Tech(DELL.US), $Cerebras(CBRS.US) both fell seven points, $Hewlett Packard Enterprise(HPE.US) fell six points, and $Vertiv(VRT.US) dipped slightly. The entire chain of servers, AI chips, and data center cooling was hammered together today. When AI optimism recedes, high-beta computing hardware is always the first to take the hit😪
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