According to CoinMeta and OneMillion.AI, the investment returns of the "Big Seven" stocks in the U.S. market are under pressure, with the four major cloud giants experiencing negative cash flows. NVIDIA's growth is highly dependent on data center construction. On November 5th, the combined market value of the "Big Seven" stocks evaporated by approximately $1.04 trillion in a single day, with NVIDIA falling by 9.26% and its market value shrinking by over $440 billion. Microsoft, Google, Amazon, and Meta were unable to cover their fixed asset expenditures with their operating cash flows in the third quarter of this year, resulting in a funding gap of about $26.4 billion. Amazon's free cash flow shifted from a net inflow of $14.8 billion to a net outflow of $42.4 billion, and Meta experienced its first negative free cash flow. The mid-term elections in the United States may affect data center construction; on election day, 40 out of 41 local proposals tended to restrict development, and 27 of them were passed. Research institution Semianalysis predicts that changes in relevant policies will have a limited impact on projects that have already begun in 2027, but they may impact the planning for capacity expansion in 2028 and beyond.