Skip to contentHome page Seeking Alpha - Power to InvestorsInterest RatesTariffsNov 05, 2026, 3:02 PM ETInvesco QQQ Trust, Series 1 ETF (QQQ), SPX, SPY, XLK, VOO, DJI, SOXXIREN, NBIS, MU, TSM, NVDA, AVGO, META, AMZN, CRWV, ORCLDustin Quasney676 FollowersThe recent AI sector selloff is an overreaction; TSMC, Nvidia, Broadcom, and Micron are unfairly punished despite limited direct exposure to political delays.AI buildout costs are rising and timelines are slowing, but hyperscalers’ capex remains robust, with most projects approved, funded, or under construction.I selectively buy blue-chip AI suppliers like TSM, NVDA, AVGO, and MU on this dip, scaling in only where business fundamentals remain intact.Neoclouds and Oracle face real risk from political delays and leverage; their selloff is justified as delays directly impact their revenue and debt.Douglas Rissing/iStock via Getty ImagesYesterday my article "AI Just Lost The Election" was published. Today the whole AI trade seems to be melting down. As I write this, about two hours into the session, the QQQ is down 5.6%, and the Nasdaq isThis article was written byDustin Quasney676 FollowersI was a business intelligence (BI) analyst and used build tools that help people make better decisions. After that I ran an e-commerce dropshipping business that fortunately worked out very well for me. That experience gave me my first real opportunity to build meaningful savings and begin thinking seriously about long-term investing and financial independence.After stepping away from the business, I spent time traveling and later took a career break to manage a family property following my grandfather’s passing. When COVID slowed everything down, I finally had the time and the capital to study investing in depth.I became especially interested in portfolio management, retirement planning, long-term compounding and high-yield dividend investing. I am here to share my personal investing experiences, research and opinions but not to pretend I have every answer. My writing will reflect how I actually invest, including what I like. If you find it helpful then you’re welcome to follow along.Analyst’s Disclosure: I/we have a beneficial long position in the shares of SPY, QQQ, MSFT, META, AMZN, AAPL, NVDA, AMD, MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.