AI Cracks: Where Do You Hide?
About this episode
The episode discusses the current state of the AI trade and investment strategies amidst market downturns.
This week, with NASDAQ down 3% and the AI trade showing cracks, we discuss where you actually hide. We deep dive into when technical analysis actually works, why you have to ask "how did you make your money" to understand the AI trade, why the answer is hiding downstream where AI changes the real economy, the 13-year-old's portfolio and whether the top is in, why the memory trade still isn't saturated, the socialism trade and what a 2028 blue wave means for your assets, why Bitcoin and everything without revenue is cooked, why the coming Saylor blowup will be the trade of a lifetime, and the Avi vs Jonah debate on whether you should actually buy AI biotech. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:07) Does Technical Analysis Actually Work? (06:05) AI Cracks: Where Do You Hide? (13:46) The 13-Year-Old's Portfolio: Is The Top In? (19:44) The Socialism Trade: Sell What They Redistribute (32:16) Bitcoin's Cooked: Stay Short The Complex (40:25) The Saylor…
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