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Has the Nasdaq sell-off gone too far? Technical and seasonal factors suggest a rebound window is opening.

Has the Nasdaq sell-off gone too far? Technical and seasonal factors suggest a rebound window is opening.

``` The recent continued decline in the Nasdaq 100 Index (NDX) has generally turned investors toward defensive strategies, but multiple technical indicators, position data, and seasonal trends are simultaneously signaling a potential reversal. Oversold technical patterns, elevated demand for downside hedging, position clearing by hedge funds, and extreme relative weakness among
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AI infrastructure arms race accelerates: NVIDIA launches Spectrum-6, ushering in a new era of billion-watt computing power competition

AI infrastructure arms race accelerates: NVIDIA launches Spectrum-6, ushering in a new era of billion-watt computing power competition

``` The competition in AI infrastructure is crossing a new threshold of magnitude. NVIDIA recently officially launched the new generation Ethernet switch Spectrum-6 for gigawatt-level AI factories, doubling network bandwidth compared to the previous generation. It has already been adopted by leading AI infrastructure builders such as CoreWeave, Microsoft, Nebius, SpaceX
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