Nvidia's roughly $1 trillion market cap loss and its valuation reset to a pre-AI boom low, alongside Oracle's 25% first-half decline on customer-payment doubts and a broad-based Russell 2000 drop, argue the AI-capex reassertion thesis floated 5-6 July 2026 has not survived intact; this reads more like a sector-wide repricing than the clean rotation one wire describes.

Co by ją obaliło

If Nvidia and peer semiconductor names stabilize or outperform the broader index over the coming sessions despite the market cap loss, the rotation framing holds; if the selloff broadens further into AI-adjacent names, the reassertion thesis fails outright.

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To jest własny, datowany rejestr zespołu, rozliczany o dane rynkowe. Opis tezy badawczej, nie porada inwestycyjna.