Wall Street is bleeding, volatility is spiking, and yet the AI build‑out won’t slow down. Shay Boloor and Daniel Newman break down why Nvidia’s selloff isn’t about Nvidia, how Microsoft, Google, and Meta should be priced post‑pullback, why ARM/AMD/Intel are about to fight over the CPU bottleneck, and where risk capital should rotate next (Rocket Lab, Iron, Nebius, SoFi, Robinhood, etc.).