$NSDQ: This is it

This is it. The moment future market historians will circle in red and label “The Generational Bottom: November 2025. ”Everything that could have gone wrong has gone wrong. Rates got hiked into oblivion, growth names were left for dead, AI capex fears peaked, recession calls hit a decibel not seen since 2008, and the crowd puked out every last growth stock with religious fervor.

The Nasdaq 100 just printed its deepest drawdown since the dot-com bust, sentiment readings are more extreme than March 2020, and put/call ratios are screaming capitulation.Yet under the surface, the most important things have never been stronger:AI adoption is no longer a PowerPoint slide; it’s live in every Fortune 500 budget for 2026–2028.
Hyperscalers are in full-on capex arms race mode; guidance keeps getting raised, not cut.
The greatest engineers on earth are still piling into the sector like it’s 1995 all over again.
Cloud runways are measured in decades, not quarters.
Power, chips, software, models; every layer of the stack is compounding at a speed markets still refuse to price.

The babies have been thrown out with the bathwater so violently that the greatest compounding machine in history is now on sale at valuations that embarrassingly underrate a 10-year runway.This isn’t a dead-cat bounce. This isn’t a bear-market rally. This is the starting gun for the most asymmetric risk/reward setup of our lifetimes.The weak hands are gone. The tourists are broke and bitter. The wall of worry is vertical. All that’s left is the most powerful secular growth theme in modern history trading at a discount it will never see again.If you can’t get long here, you should probably find a new hobby.We are standing at the base camp of the next leg that will make the 2020–2021 run look like the warm-up laps. NSDQ420 doesn’t go sideways from a generational bottom. It rips faces off for years.Load the truck. This one’s going to be legendary🛜🪽

ETH: 0x615987d46003CC37387dBe544FF4F16FA1200077

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NASDAQ420 / SPX6900 Pair on ETH: 0xdd6E1a4E35d307497DA8d5D4052173410951B3d5