Why the Nasdaq Selloff Is Different This Time

The Nasdaq just dropped 3% in a single day, extending a 4-week losing streak that has wiped out months of gains for the tech-heavy index. On this episode of The Quarterly Review, Lucas and Luna examine what's driving the rotation out of growth stocks and into value — and why this selloff feels different from previous tech routs. Lucas breaks down the S&P 500's 2.1% weekly drop alongside the Dow's slight gain, arguing that the market is repricing AI optimism after Broadcom's disappointing guidance sent the semiconductor sector into a tailspin. Luna questions whether this is just a healthy correction or the start of a deeper structural shift, pointing to Berkshire Hathaway's 4.2% weekly gain as a signal that defensive value is back in favor. They discuss what the rotation means for retail investors, the role of the Fed's steady hand, and whether today's selloff is creating a buying opportunity in high-quality tech names. Specific data points include the Nasdaq's 4% five-day decline, the S&P 500's 2.1% drop, and the Dow's resilience at plus 0.1% for the week. #NasdaqSelloff #TechStocks #MarketRotation #ValueStocks #Broadcom #Semiconductors #BerkshireHathaway #SP500 #DowJones #GrowthStocks #AISelloff #StockMarket #Investing #Business #FexingoBusiness #BusinessPodcast #MarketAnalysis #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo