Boring_Business(@BoringBiz_):The entire AI infrastructure complex is now in a bear market. Drawdown since all time high > GE Vernova: -22% > Quanta: -24% > Eaton: -18% > Vertiv: -47% > Bloom Energy: -32% > Constellation Energy: -33% > Coreweave: -67% > IREN: -64% Either a falling knife or a generational buying opportunity, depending on which side of the AI debate you sit on

Boring_Business

@BoringBiz_

Nobody asks about your external rate of return

Joined April 2023

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Boring_Business@BoringBiz_

2026.10.22 15:37

The entire AI infrastructure complex is now in a bear market. Drawdown since all time high > GE Vernova: -22% > Quanta: -24% > Eaton: -18% > Vertiv: -47% > Bloom Energy: -32% > Constellation Energy: -33% > Coreweave: -67% > IREN: -64% Either a falling knife or a generational buying opportunity, depending on which side of the AI debate you sit on

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