NVDA
NVIDIA
-- 139.930 TSLA
Tesla
-- 454.130 RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 PLTR
Palantir
-- 82.140 
The great reckoning has started
$ARK Innovation ETF (ARKK.US)$ $Tesla (TSLA.US)$ $Zoom Communications (ZM.US)$ Growth stocks that were sure to only go up because they are the future are beaten down relentlessly. Excluding FAANG, Nasdaq would be flat for the year. Zoom down 55%, EV names all down, Ark down, Tesla down, and I could go on.
The sentiment has shifted, the cycle has changed.
Just a reminder to all of us, valuation matter.
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