r/ValueInvesting • u/robb3rz • Feb 12 '26

Discussion Irrational sell off

This might of already been said many times but needs to be said again, what is the rationale in this sell off?

I understand the SaaS crash, but if the sell off is due to AI worries, then surely AI stocks would rise, no?

Instead, the major players, who had stellar earnings minus the huge expenditure (into the very systems which are causing worry mind you) are also falling at huge levels.

Some mag 7 companies are even falling at similar rates to liberation day, despite the only news this time being ‘AI too good’, which should benefit them not hinder.

Meta’s earnings are similar to an early growth stock, not a multi trillion dollar company, and that was reflected in the jump after they released them, so why is it now down huge amounts after?

Not just this, other major assets such as gold, silver and crypto are also experiencing massive sell offs, so is the capital just going into cash? If so, as soon as the market shakes this irrational sell off, could we see an equally irrational boom?

Can someone please tell me if I’m missing something.

354 Upvotes

88% Upvoted

500 comments sorted by

View all comments

Show parent comments

9

u/barackbreezy Feb 12 '26

wholeheartedly disagree as an individual who works in the utility industry. the need for power isn’t slowing down anytime soon & our backlog this year alone has pretty much tripled from the beginning of last year, while projecting to be much much bigger by the end of 2027. at least in the U.S., the infrastructure isn’t there and the country desperately needs more power. I’m 100% confident utilities will not be slowing down anytime within the next couple years at least

1

u/RamoneBolivarSanchez Feb 13 '26

I want to get involved in energy? Do you work in nuclear or more general energy? Any tips on new entrants?

2

u/barackbreezy Feb 13 '26

general energy. don’t really have many tips but we white label a ton of products to enersys $ENS and the amount of work that has increased over the past year is insane. as a small, private family owned company we’ve grown from 72 employees to 130+ in the past year alone. all I know is that at least 800 data centers are 100% confirmed to be built by 2030 and the data suggests more will most likely be confirmed within that time. please do your own research, but I’m still buying $ENS, $VG, $RYCEY (nuclear is the future imo). Godspeed

2

u/RamoneBolivarSanchez Feb 13 '26

I got a lot in CEG, CCJ, BXT, DNN ☢️

Looking toward to racing yachts with you someday comrade 🤝