AI stocks down 10% or more as retail investors debate buying the dip

As seen on the 24/7 Wall St. homepage on November 5, 2026.

Reddit Pulse r/stocks

u/Ok_Criticism_558 182 upvotes 341 comments

The dips keep on dipping

u/96Nikko 255

With AI names down 10% or more, 341 comments argue over whether regulatory noise justifies the selloff, and the top replies show retail is out of dry powder. Dip buying only works if you still have cash when the dip arrives.

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A widely read r/stocks thread on November 5 asking whether today is the day to buy the dip in major AI names turned into a referendum on whether retail investors have anything left to deploy.

The author tied the selloff to expected Democratic moves to regulate AI, and commenters pushed back that regulatory risk alone does not justify a drop of this size.

Sources

Mentioned: NVDA, MU, AMD, META

Related Market Updates

AMD AMD

Regular session

11:20am ET

$409.23

-9.59% open $452.64

Roughly $65 billion of market value disappeared in one session at this $669 billion AI-chip bellwether. Moves this size are rare here, and they tend to set the tone for the rest of the group.

MU Micron Technology

Regular session

11:00am ET

$682.79

-9.39% open $753.53

A 9.39% slide to $682.79 from a $753.53 open takes roughly $70 billion off a $772 billion memory giant in a single session. Moves this size are rare for a megacap chipmaker, so the next few closes set the tone.

META Meta

Regular session

11:00am ET

$591.46

-6.41% open $631.95

Roughly $80 billion comes off a $1.3 trillion company in one session, an outsized single-day move for a mega cap this size. No confirmed catalyst yet, so the next few sessions decide how much of it sticks.

NVDA NVIDIA

Regular session

10:40am ET

$184.96

-5.64% open $196.00

A 5.6% slide to $184.96 takes roughly a quarter trillion dollars off the $4.5 trillion AI bellwether in one session, the kind of single-day move that drags index funds with it. No confirmed catalyst yet, so watch whether $196 gets reclaimed.

Reddit Pulse r/stocks

10:00am ET

SOXX, Semis are CRASHING

u/Tallwhitedude123 159 upvotes 157 comments

Definitely a huge overreaction. Just look at AMD and SK Hynix earnings and guidance, companies are still heavily invested in data centers for 2027. It’s a good time to buy some semi stocks now.

u/TheDeliriousNicholas 183

A 3-for-1 split made the semiconductor ETF look like it halved overnight, and 157 comments piled in before the poster caught the error. Check corporate actions before you panic sell, or before you buy someone else's panic.

Hedgeye @hedgeye

9:53am ET

A single session just erased four months of gains in one of the most crowded AI chip trades, and the rest of the semiconductor complex rarely sits out a move this size.

BREAKING: Advanced Micro Devices, $AMD, plunges -12.2%, hitting its lowest level since July. https://t.co/HXiHJgJafD

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Reddit's most-discussed stocks · Nov 5 9:35am ET

1DJTbearish124 comments · 553 upvotes
2AMDbullish186 comments · 1.0K upvotes
3GOOGLsplit346 comments · 429 upvotes
4SMCIbullish119 comments · 475 upvotes
5MSFTbullish119 comments · 331 upvotes

METAheating up fast

DJTsouring fast

Retail traders are piling into the AI trade again, staying bullish on AMD, Super Micro and Microsoft, while Alphabet draws the biggest argument of the day at 346 comments. Trump Media is souring fast after the midterms, and Meta chatter is heating up.

Wall St. Engine @wallstengine

8:52am ET

A politician who ran against data centers is now courting one, a sign Meta keeps leverage on permitting and incentives as its AI buildout costs climb.

$META president says a newly elected governor who made data centers a campaign issue asked to meet after inauguration: “As soon as we get past the inauguration, let's meet, because we don't want to lose this investment in our town." "We don't want these jobs to go elsewhere.” https://t.co/GbhsEhIMlC

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Wall St. Engine @wallstengine

8:41am ET

Renting 8,000-plus Blackwell GPUs from European neoclouds would route Chinese AI demand around chip export limits, the exact workaround Washington and Nvidia's own customer rules are trying to close.

MOONSHOT SEEKS $NVDA BLACKWELL ACCESS IN EUROPE Chinese AI lab Moonshot, the developer of Kimi, has held talks to rent clusters of 8,000+ Nvidia Blackwell GPUs from European 🇪🇺 neoclouds, primarily for inference and potentially training, CNBC reports. The White House previously https://t.co/BJ2Vamw18X

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DeItaone @deitaone

8:39am ET

Renting compute abroad is the loophole Washington has not closed yet, and any move to shut it would hit demand for Blackwell capacity in European data centers.

CHINESE AI LAB SEEKS NVIDIA BLACKWELL CHIPS THROUGH EUROPEAN DATA CENTERS China's Moonshot AI has reportedly explored renting Nvidia's advanced Blackwell computing capacity in Europe, potentially circumventing US restrictions on chip exports to China. According to CNBC,

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PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Nov 4, 7:32pm ET

Mad Money w/ Jim Cramer 11/4/26

Cramer ties Apple's 5.3% jump and record high to hopes midterm results slow data center building and cap DRAM prices
T-Mobile's new plans cut the $2,000 iPhone Duo to as low as $800 in family bundles, protecting Apple volumes
Microsoft rose 6.7% and Amazon 6.1% on the idea cheaper, scarcer data centers enforce capex discipline
AMD's big beat finished up only 1%; Nvidia fell 6.5% on the day, down from $239 to about $200

Cramer's read flips the AI trade on its head: regulation that curbs data center construction relieves memory costs for Apple and spending pressure for Microsoft and Amazon, while hitting the chipmakers that need the build to continue. He cautions the move is only a one-day trade, with Friday's payroll report capable of undoing much of it.