On November 6, Charu Chanana, Chief Investment Strategist at Saxo Bank, stated that the market should not interpret the recent sell-off as a sign that Democrats intend to end the artificial intelligence boom. She pointed out that maintaining AI leadership remains a strategic priority for both parties, especially amid fierce market competition. However, supporting AI leadership is different from allowing infrastructure construction to proceed at any cost and regardless of schedule. This sell-off carries a panicky sentiment, and investors' positioning has exacerbated the market adjustment. When investors close positions simultaneously, selling can create a self-reinforcing cycle, especially when leverage and forced liquidation are involved.